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Form of work
SalaryAbout the Firm
Count Adelaide was formed in August 2023 following the merger of Crosby Dalwood and Warnecke & Co. With a reputation for outstanding client focus and quality of service both accounting, business and financial advisory firms have been part of the Adelaide community for decades.
About the role
Count Adelaide is looking for a dynamic individual with a passion for outstanding client service to join our Financial Planning team as a Client Service Officer (CSO). The CSO is primarily responsible for the implementation and administration of our client's financial plans.
Prior experience working in a similar admin/support role within a professional office environment (preferably financial planning) is preferred but not essential.
You will be reporting to the Financial Planning Client Service Team Leader and primarily responsible for providing a broad range of services to support our Financial Advisors and their clients.
Salary is flexible depending on experience.
Key Responsibilities
- Administration support to financial advisers and fellow team members
- Develop and maintain positive relationships with clients and other stakeholders
- Finalisation of advice documents to ensure quality presentation
- Implementation of advice
- Maintenance of existing client investments and insurances
- Liaise with fund managers regarding business processing
- File management
What we offer?
Count Adelaide offers a supportive and friendly team environment. You will be given the opportunity to work in an organisation that is commitment to exceptional client service and values its employees.
Personal Attributes:
- Driven and motivated Ability to work to tight deadlines
- A willingness to strictly adhere to compliance within a financial planning office
- Excellent oral and written communication skills
- Outstanding computer skills
- Performance orientated
- Strategic thinker with problem solving skills
- Displays initiative
- Organised and methodical in their approach to work
- High attention to detail
- A mature and positive attitude with the ability to work autonomously within a team environment
- May hold or be studying towards an approved Bachelor Degree (AQF7) – relevant for a future career in financial planning (not essential).
Please include a cover letter with your CV when applying.
We thank all applicants for their interest, however due to the high volume of applicants only those candidates selected for interviews will be contacted.
