Address
Form of workMeet client expectations via answering phones, full administrative support to Financial Advisers, assist with dealing room logistics carrying out operational procedures and administration duties.
Key Responsibilities
(Primary tasks but not limited to those listed)
Client Services
· Answer phones promptly and courteously and relay messages accurately.
· Assist with general administration and client duties.
· Provide clients with exceptional customer service, prompt responses and the correct information.
Operational Procedures
· Draft forms which advisers / dealers require to service clients.
· Implement procedures and follow company protocol required for each administration task. Follow up with the task until completion stage.
· Liaise with external stakeholders and the team. Follow up when required.
· Onboarding and closing client's accounts.
· Deceased Estate Administration.
· Create and follow up with cases in Salesforce where required.
General Administration
· Organise general outgoing & incoming correspondence. Follow through until task is completed.
· Manage internal and external databases.
· Assist Advisers with client’s administration tasks and prepare documents required.
Additional Responsibilities
· Support and contribute to the business’s vision, strategy and values.
· Act with decency and ethics, to ensure fostering a positive environment and community culture.
· Comply with all legislation, legal requirements and policies that pertain to the business.
· Comply with all workplace health and safety requirements.
· Support in creating a diverse, equitable and inclusive workplace
Key Attributes, Skills and Qualifications
· Self-motivated and deadline driven.
· Sound problem solving skills and time management skills.
· Attention to detail.
· Ability to follow a task through until it is completed, to minimise any disruption to Advisers.
· Must have the ability to work autonomously and understand the daily tasks required.
· Diarising tasks to be completed on future dates.
· Positive attitude.
· Excellent written and verbal communication skills.
· Proficient with MS Word, MS Excel and general computer skills.
· Financial market background (advantageous).
· Salesforce experience (advantageous).
Personal Attributes
· Team contributor.
· Client focused.
· Engaging and approachable.
Are you interested?
If so, apply today by submitting your resume along with a short cover letter expressing your interest in the role.
For more information, please get in touch with Sinead via email **************@beaumontpeople.com.au
Alternately phone (02) 56297***
