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Form of workAbout the role..
An opportunity to work with a team of financial planners and support staff operating within a well-established Financial Services firm awaits you! We are seeking an Implementation Specialist (Client Services Officer) to join our thriving Sunshine Coast practice. We are looking for candidates with relevant skills and experience in a similar role. Reporting to the Senior Financial Planner, the purpose of the position is to proactively assist the Financial Adviser/s to exceed their clients’ expectations and financial planning requirements, by delivering excellent implementation of advice for both initial and review advice. In addition, to manage the processes and workflow to ensure smooth operations and great client outcomes. Responsibility for the day-to-day administration of implementation activities and processes to leverage Financial Planners and team members time to maximise their client facing time.
Your role will be to:
- Proactively support Financial Adviser(s) by effectively and efficiently managing the day-to-day tasks as required by the Financial Adviser(s) to implement clients’ Financial Plan and review strategies.
- Liaise with Fund Managers, etc. to collect client information and inform of any changes to the clients’ financial strategy.
- Complete and follow up all administration activities associated with the implementation of agreed financial planning strategies and review implementation for the client.
- Liaise with PA’s and where asked, clients to keep them informed of the status of the strategy recommendations implementation.
- Compile and issue accurate Letters of Confirmation (LOC) in timely fashion.
- File all clients’ documentation.
- Manage the Cash Balance accounts for clients each month.
- Respond to clients’ inquiries or facilitate the process to address clients’ inquiries as per the practice service standards.
- Ensure appropriate follow-up with clients where relevant.
- Coordinate the change of client details on internal systems and with external agencies e.g., fund managers and superannuation companies.
- Be pro-active and identify discrepancies with client data and take ownership to correct.
Why you're right for us…
- You have experience in a similar role.
- You are determined to deliver on personal goals and objectives.
- You are proficient in MS Office.
- You can work collaboratively in a professional team.
- You have an open mind and a positive attitude - you love what you do.
- You are detail oriented with critical thinking skills – you enjoy understanding the ‘why’ rather than simply following a process.
- You have an analytical mindset – you can interpret information, identify trends and enjoy solving problems.
- You work effectively in a team and take a proactive approach to assist the team to cover fluctuations in workloads when required - team work makes the dream work!
- You can recognise ways to improve outcomes for clients – you love making a difference!
Why Us
Based on the Sunshine Coast, Wealthmed Australia are a team of local professionals helping our clients manage what they need to financially succeed. We’re passionate about making a difference to the financial wellbeing of the clients we partner with. We offer a coordinated financial approach under one roof including tax & accounting, insurance and risk management, property investment, finance, and business management. We believe in nurturing our employees’ professional goals with opportunities to increase role complexity, expertise, and remuneration over time.
You will enjoy the benefit of:
- working in a modern, technology-based office
- access to a range of employee benefits
- flexible working arrangements available
- growth and development pathways
- access to employee assistance program
Interested?
Apply now with your up-to-date Resume & Cover Letter outlining your suitability for this role.
