Address
Form of work- Positive and supportive manager
- Long established Financial Planning firm
- A role with plenty of variety and interesting work
The Firm
HMW Group harnesses a wealth of experience and genuine passion to collaborate closely with our clients to shape and oversee their financial well-being. Our dedicated team is committed to providing customised financial guidance and solutions that cater to the unique needs of our clients. We possess our own Australian Financial Services License and take pride in delivering impartial advice. Our wealth of experience demonstrates that effective Financial Planning can assist clients in attaining a broad spectrum of goals, not limited to just monetary ones. This dynamic and continuous process commences with a thorough understanding of a client's current financial situation. Aspirations, objectives, and resources intricately shape the analyses we conduct, influencing the ultimate recommendations we present to our clients. Collaboratively, we craft a plan that aligns with the evolving priorities of our clients, encompassing everything from funding children's education to acquiring the perfect home, providing support for aging parents, and preparing for retirement.
The Role
We are seeking a Client Services Administrator (Finance Administration) to complement our team from mid January 2024.
Your purpose will be to enhance the client experience, through the provision of friendly, positive, personalised interactions with clients - on the telephone and in person, as well as administration support for the financial advisers.
This is a secure, full time permanent role. Specifically, your role will include but is not limited to:-
- Effective communication with positive and prompt responses to client needs
- Microsoft Word and pdf document management
- Gathering data from various financial institutions
- Managing detailed client financial records
- Booking client appointments and managing confirmations
- Excellence in record keeping and data entry
- Inputting information on various investment platforms
- Managing the primary company email inbox
- Processing, scanning and filing documents
- Calendar management
- Administrative assistance to the advice team
- Completing various application forms
You
You will be a warm, approachable person who is positive, dependable and has a strong focus on accuracy. Seeking a long term permanent administration career in the Wealth Management industry, you will have professional presentation and build rapport and trust with the team and with clients. With a confident approach you will also care about the detail, keep excellent records and follow processes and procedures with diligence and precision. You don’t need to be an IT specialist, but you will need to be an expert in hunting down solutions and troubleshooting IT issues with confidence.
Experience in a financial services environment would be advantageous but is not essential.
Additional competencies include:-
- Strong literacy and numeracy skills
- Professional and friendly verbal and written communication
- Microsoft PowerPoint experience
- A willingness to navigate new web based systems – we use Xplan and various finance platforms and portals
- Confidence to liaise with our external IT contractors
- Great typing skills and adept use of the Microsoft Office 365 suite
The Opportunities
We are a relationships driven firm, so you will be encouraged to get to know clients and build relationships. Our culture is relational and growth driven. We achieve great satisfaction in guiding our clients to build and protect wealth. You will be part of a positive work environment where clients feel comfort in knowing their interests are very well managed by our expert team. We foster clear, open communication.
This is a permanent role for either 5 days per week onsite in our elegant office in Brisbane's CBD. A competitive salary is on offer, commensurate with experience. Our office is a short walk from bus and train stations.
If this sounds like something you would like to be part of, please submit your CV and a cover letter outlining your interest in this role to our Recruitment Management Consultant, Susan Leon from Iris Consulting.
We thank recruitment agencies for their interest however, HMW Group and Susan Leon do not wish to be contacted regarding this campaign. All enquiries will be directed to Susan Leon.
