Address
Form of workSoundbridge is a privately-owned financial advisory firm is seeking a part-time Client Services Administrator to join our Mackay team.
The successful candidate will work as part of a team where all Administrators work together assisting Advisers in the provision of high-quality financial planning whilst ensuring an excellent level of service to clients.
Key responsibilities of the role include:
- Front office reception and general administration duties
- Manage workflow in line with service standards and business processes
- Diary management and meeting co-ordination including making client appointments and follow up phone calls
- Writing and responding to correspondence, collecting information and initiating client communication
- Preparation of information required for client meetings
- Accurate preparation and processing of applications and forms
- Ensure all data is recorded accurately in all business systems and assist with data integrity improvement initiatives
- Preparation of Records of Advice and with full training the preparation of Statements of Advice if this suits your career path
- Facilitate process improvements including updating internal processes, templates, and procedures as needed
About You:
- Administration background with a desire to learn
- Demonstrate a client-centric approach
- Self starter with exceptional organisational skills
- A high level of attention to detail & administration skills
- Good communication skills and ability to build rapport
- Ability to work autonomously, productively and in a team environment
- Resourceful, highly organised, resilient, and solutions orientated
- Office 365 experience (desirable)
This role is for someone who enjoys a diverse range of duties and has a high client service focus. You will play a critical role in managing the end-to-end administrative support for our Financial Planners.
While any prior education or experience in financial planning will be well-regarded, our firm offers ongoing training and mentoring with our experienced team if you are keen to commence your financial planning career and are just starting out.
We offer a platform where you are appreciated and rewarded for your hard work and work/life balance is valued with opportunities for career advancement.
Please apply via SEEK with a cover letter and resume detailing your previous experience and how your skills, abilities and personal attributes meet the requirements and responsibilities for this position.
Contact Penny Farrell, 07 4922 2*** for a chat / further information
