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Form of workAbout us
PSK Private Wealth offers financial services that focus on clients’ unique goals and needs. We have 72 financial advisers and 180 support staff in 12 offices in NSW, VIC, QLD, SA and ACT. Established in 1969, we are undergoing a period of growth to take our strategies to a bigger audience. Our unique success has been achieved through trust developed over years of providing advice to our clients and their families. Our values are founded on the ancient Greek meaning of PHILOTIMO, encompassing. “Duty, Honour, Decency and a Responsibility we have to each other.”
We are looking for someone to become a key member of our team, ideally during schools hours, in our Parramatta office. As a successful candidate, you will provide consistent superior client service and high quality support and assistance to our advice delivery teams.
Qualifications & experience
- Have the ability to use MS Office software and experience with CRM systems eg Xplan.
- Previous experience in a similar role in the financial services sector.
- Intermediate understanding and knowledge of the financial services industry highly desirable.
Tasks & responsibilities
- Be the face of the business, provide a warm and welcome reception to all clients and visitors.
- Have the ability to provide consistent superior client service.
- Be able to provide high quality support and assistance to Advisers and Support Teams.
- Manage administrative functions by prioritising the daily workload and adhering to business workflow protocols.
- Have strong communications skills – support incoming calls, be able to work autonomously as well as within a team environment.
- Has the confidence and initiative to raise difficult or sensitive issues and seek resolution in a professional and collaborative manner.
- Support office events and contribute to the overall running of the office.
- Provide support to the pre/post review meeting and implementation tasks where required.
Benefits
- Paid Parental Leave.
- Employee Assistance Program – Free counselling services for you and your family!
- Workplace Benefits through the Flare platform.
