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Coastline Private WealthSee more

addressAddressWembley WA
CategoryAccounting & Finance

Job description

Coastline Private Wealth has been providing quality advice for over a decade. We know that finding the right person, with the right skill set is critical for continuing to provide great outcomes for our clients. If you are that person we would love to hear from you. 

Mandatory Requirements:   

  • Financial Planning experience: minimum of 1 year in a similar role.

Ideal Candidate:

  • Positive friendly attitude: You must have enthusiasm and a willingness to learn. 
  • You take pride in your work:  you have an eye for detail and focus on quality, you value getting things completed right the first time. You hate being late, you keep things on track and to a deadline.
  • Self-motivated: you take the initiative and able to problem solve. You can multi task and prioritise your work.  
  • Technology is your friend:  You are highly competent at Office 365 – including MS Word, MS Excel, MS Outlook. Ideally have used Xplan.  

Key aspects of the role:

  • Client Services – responsible for a small number of clients, answering questions on the phone or email, scheduling appointments and greeting clients in a friendly and professional manner.  
  • Implementation - preparing and lodging application forms with various product providers. Ensuring changes are implemented accurately and in a timely fashion is critical to the delivering advice and positive outcomes for clients. .
  • Office Administration - general scanning, binding and photocopying where required.
  • CRM Management – adding / updating client information, follow and update workflow tasks in our client management system (Xplan) and Dropbox.

You should take comfort with the knowledge that the Directors of the business will not ask you to do something they wouldn’t do themselves.

Refer code: 314628. Coastline Private Wealth - The previous day - 2022-11-15 00:10

Coastline Private Wealth

Wembley WA
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