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Form of workAbout the business
Moore Wealth advisers is a boutique financial planning practice located within the Adelaide CBD.
Our wealth management experts specialise in providing a range of advisory and investment services to help our clients achieve their financial objectives.
About the role
We are looking for a dynamic Client Service Officer to join our growing financial planning practice to provide administrative assistance to our Financial Advisers and Client Service Managers in delivering a range of financial services to our clients. The successful applicant will have the following core responsibilities:
- Collate client files for appointments.
- Book appointments and prepare files for client reviews.
- Accurate production of all client portfolio review documentation and reports.
- Regularly update and maintain the Client Management System with correspondence and tasks.
- Completion and submission of relevant forms.
- Other administrative duties as required.
Skills and experience
- Strong interpersonal skills;
- Attention to detail;
- Solid organisational skills and the ability to prioritise;
- An understanding of financial services industry and regulatory requirements is desirable.
- Proficient with Microsoft Office.
Our Client Service Officer Role is a full time position, however permanent part time arrangements may also be negotiated for the right candidate.
Moore Wealth Advisers provides an opportunity to work as a part of a dynamic team, earn a competitive salary and the opportunity to progress your career within the business.
How to Apply
To apply, upload your Cover Letter, detailing how you meet the requirements of this position and your CV outlining your work history.
*No agency contact please, all recruitment is managed internally.*
You must have the right to live and work in Australia to apply for this position.
