AddressTAP has partnered with a reputable wealth management firm dedicated to providing exceptional financial advice and services to their valued clients.
With a commitment to excellence and a client-centric approach, our client strives to deliver comprehensive solutions that meet their clients’ financial goals.
We are currently seeking a highly motivated and skilled Client Services Officer to join their team and contribute to their continued success.
Key Responsibilities:
- Support Financial Advisers in crafting financial plans and generating reports for clients.
- Maintain and manage client data in the XPlan system.
- Carry out research and analysis to underpin financial planning recommendations.
- General ad hoc administrative tasks.
To succeed in this role, you should possess the following qualifications, skills, and attributes:
- Excellent planning and organisational skills to manage multiple tasks effectively.
- Ability to work collaboratively in a team environment and support colleagues.
- Well-developed verbal and written communication skills.
- Strong computer skills, including proficiency in Word, Excel, PowerPoint, and XPlan.
- A diploma or relevant tertiary qualification would be highly regarded.
Contact Laoise on 03 8640 5*** or email *****@andersenpartnership.com
Interested in something else?
We have a number of new opportunities within the wealth management sector, reach out today for a confidential chat on where your next career step may lead to!
Know someone that would be suitable? Refer a friend, we offer a very competitive referral scheme for any successful applicants you introduce us to.
