Address
Form of work 16th April, 2024
The Firm This established independent Financial Planning firm provides bespoke wealth management advice to its long-term, high net worth clients. Located in lovely modern offices in the heart of South Yarra, the team is delightful... professional, friendly, flexible and supportive of one another, with a combined goal of delivering excellent service for clients. You'll have flexibility to work from home 2-3 days a week and if you're looking for career progression, that's a very real option too! The Role As the Client Service Administrator (CSA), you'll work as part of a team of 3 who support and back up the Financial Advisors, providing high quality service to their long term, prospective and new clients. Assist with all administration as you organise and prepare for client meetings, liaise with clients to gather information, update client files and assist in the implementation of advice and preparation
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