AddressArmada Accountants and Advisors are a leading group of financial professionals based in Perth, Western Australia. We offer a variety of services to businesses and individuals throughout Western Australia and beyond into remote parts of Australia. Our team includes Accountants, Tax Advisors, Auditors, Bookkeepers, Financial Planners and Business Advisors.
This is an excellent opportunity to join a progressive and supportive Financial Planning Practice within a mid-tier firm offering an opportunity for an experienced and motivated Client Services Manager.
You will be provided with on-job and off-job learning, the opportunity to work with a broad range of clients and you will be mentored by highly experienced professional staff.
THE ROLE
Duties include but not limited to:
- Act as the first point of contact for clients, maintaining client relationships with a strong emphasis on client service
- Administration support to the Financial Planning team
- Maintaining client data base
- Preparation of client review documentation
- Implementation of client advice
- Prepare and lodge applications and follow through to completion
- Preparation of advice documents
ABOUT YOU
You will be organised, committed and a dedicated person who is eager to secure a full a full time position in Client Services and is keen to show they will take responsibility, pride and control in their work.
The successful candidate will demonstrate
- Minimum of 3 years' experience in an administrative role.
- Excellent written and verbal communication skills.
- Strong attention to detail.
- Strong Word and Excel skills.
- Strong organisation skills and ability to prioritise tasks.
- Financial Planning experience an advantage but not essential.
BENEFITS OF WORKING AT ARMADA
- Work life balance including flexibility of work hours and location of work.
- Strong commitment to team members’ development. You will enjoy regular team training and learning opportunities.
- Study assistance and support for further professional studies.
- Active social club and community outreach.
- Employee wellness program including Employee Assistance Program.
- Bright modern office in Osborne Park including a large team leisure space, outdoor balcony with BBQ area and gym with bathroom facilities.
This is an excellent opportunity for a candidate that possesses the above attributes to work in a fast paced, challenging and fun environment. Ideal working hours will be either 8am - 4pm or 9am - 5pm.
We look forward to welcoming your application for the role.
