AddressRFS Advice (RFS) is an award winning advice practice based on the Gold Coast. We are currently looking for a Client Services Officer to join our existing team. You will be a self starter with good organisational and interpersonal skills who can work to timelines.
Our Client Service Officers are actively involved in the client process and work closely with our client managers and advisers within the business in an administration role to start off with.
To successfully fulfil this role you will possess the following key requirements:
- Have recently completed, or working towards completing a degree in Financial Planning or Graduate Diploma in Financial Planning;
- Work experience or previous experience in a Financial Planning office will be viewed very favourably;
- Excellent attention to detail;
- Exceptional communication skills with a strong client focus and phone etiquette;
- Excellent organisational and time management skills with the ability to work autonomously and part of a team;
- Strong knowledge in the full suite of Microsoft Office. Familiarity with Financial Planning software would also be an advantage;
- Willing to grow in your role and within the business.
RFS is committed to being an employer of choice and believes that by getting the best people we can in our business, we will get the best results for our clients.
You will be asked the following questions when you apply:
- What are your top five skills and why would RFS benefit from having you in the business?
- What is your current work status and availability for employment?
- What is your current or most recent/hourly rate?
- What if any, tertiary qualifications have you achieved?
- How many years full time work experience do you have?
Applicants should provide a covering letter and resume to be considered for the position. Only successful applicants will be contacted for an interview.
