AddressAn exciting opportunity has become available for a Client Service Officer to join our team. We are a diverse team of individuals, united together by a genuine desire to help our clients achieve their financial goals. We provide clients with a high level of service and personalised advice, and the Client Service Officer role is a key element to this. A successful and reputable firm with over 50 employees, spanning across our offices in Brisbane, Maroochydore, and the Hunter Valley. The successful candidate will be based at our Scone branch and will have the opportunity to join a high performing and growing business.
Benefits of working at Sherrin Partners:
- Flexible working arrangements
- Salary sacrifice
- Study remuneration packages
- Quarterly social activities
- Work for a company that drives progress and success
- Work with industry leading advisers
- Opportunity to grow and develop within a progressive and successful business
Working as a part of our service team you will be responsible for:
- Manage the implementation of strategy and processing of all documents
- Manage all work in progress (WIP)
- Maintain and update relevant systems and databases
- Manage client inquiries with sophistication, empathy and professionalism
- Liaise with providers
- Manage the front office functions
- Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as required
To be considered for this opportunity you require:
- Proven administration experience
- High attention to detail
- Strong time management skills
- Ability to adopt new systems and processes efficiently
- Ability to prioritise and organise tasks
- Strong computer and data management skills
- Experience in a similar role in financial services (preferred, not mandatory)
- Determination to succeed, commitment to the business and an eagerness to learn
- Bachelor degree in related field or working towards this qualification (preferred, not mandatory)
If you are interested in this unique opportunity, please email a cover letter and CV to Eliza Moloney at **********@sherrinpartners.com.au.
Applications close Friday 7th June.
