Client Services Administrator

About Euroz Hartleys Limited 

Euroz Hartleys is proudly West Australian and is WA's leading financial services business.  We recognise it is our team of 180+ talented individuals working together that make us a success. 

We invite you to join us.

The opportunity

Due to a recent internal promotion we have an exciting opportunity for a Client Services Administrator to join our team.

As a Client Services Administrator you will undertake a range of duties including:

• Client Relationship Management 
• Data Management and Administrative Tasks
• Asset Transfer and Deposits
• Portfolio Management and Investment Support
• Aid in Capital Raisings and Deal Support
• Manage annual fee consent processes for retail clients
• Collaborate closely with various third-party providers such as Praemium, BT, and Macquarie.

About you 

Being able to bring your whole self to work is important to us.  At Euroz Hartleys we embrace our values of Relationships, High Performance, Integrity, Accountability and Respect.

This role would ideally suit a candidate with some level of experience in financial planning or general financial services.  To be successful in this role you will be able to display the following: 

• Demonstrated expertise in using Microsoft Office suite and XPlan Database. 
• Comprehensive understanding of a wide range of financial products and services, including Portfolio Service, Macquarie Cash & Wrap products, Leveraged Equities Margin Lending, AET, BT Margin Lending, BT Wrap, and Asgard.
• Strong interpersonal skills 
• Proven ability to work independently, taking initiative to complete tasks efficiently.
• Exceptional focus on accuracy and precision in all administrative duties, ensuring compliance with regulatory requirements and maintaining high-quality client records.
• Ability to thrive in a dynamic and high-pressure financial industry environment, quickly adapting to changing circumstances and new challenges as they arise.

What we can offer

• Brand new office in QV1
• Free onsite Gym, Tennis Courts and Basketball court 
• Attractive salary 
• Discretionary bonus scheme
• Access to our Performance Rights Plan (share scheme)
• Range of employee benefits
• Team environment 
• Work life balance
• Income protection insurance
• Journey insurance

Supporting a diverse workforce

We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our evolutional journey toward greater Diversity, Equity and Inclusion.   We invite you to join us on this journey. 

How to apply

If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.

All applications received will be treated with utmost confidentiality.

If you would like to discuss this opportunity further, please contact Gemma Crawford - Human Resources Manager on 08 9268 3***.