Financial Planning Client Services Officer

Company Overview:
Bob Reus & Co, a well established & well respected local Accounting & Financial Planning firm located in Engadine NSW are looking for a new member to join our growing team. 

This position is based on full time hours within an innovative and professional business.

Role Overview:
You will be responsible for supporting our Financial Planning team with all administration & compliance requirements. You will be required to liaise with our clients in a professional manner, work within the team & liaise with third party product providers.

Duties and Responsibilities:

• Liaise with clients
• Ongoing communication with third party product providers
• Process & upload documentation to third party product providers 
• Process & upload documentation to meet compliance requirements 
• Provide administrative support to the Financial Planning team
• Cover reception on occasions

Skills and Experience required: 

• The ability to multi-task, problem solve & think critically
• Attention to detail
• Excellent communication skills, both verbal and written
• A friendly, proactive and can-do attitude
• Be well organised and highly motivated 
• A sound understanding in computer literacy (Microsoft Office Word, Excel and databases)
• Willingness to take instructions and use initiative to learn
• Able to handle pressure and complete tasks
• Experience with Xplan & Handisoft software will be seen as superior 

We are offering flexible working location & hours.

Please send your resume to lisa@reus.com.au