MASRA02-3751841

  • Excellent salary package on offer
  • Career development opportunities
  • Friendly culture
  • Ongoing training and support

  
About the Employer
Our client specialises in providing excellence to its clients within the Financial Services sector. They have been in the business for over 30 years and stay focused on their client’s needs. Be part of a business who thrive in continuously achieving their goals and vision.
  
About the Role:
The successful Receptionist / Admin Assistant will have strong communication skills and experience working as an office all rounder. You will have the ability to prioritise your workload, be a problem solver and must love working within a dynamic team environment.
  
Benefits:

  • Be part of a team that is passionate about the Financial Services Business
  • Ongoing training and support
  • Opportunity to take full ownership and responsibility for all areas of your role

  
Primary Duties:

  • Prepare and process applications and forms
  • Attend to answering incoming phone calls, client queries
  • Attend to all incoming and outgoing mail and correspondence
  • Co-ordinate meetings and appointments for advisers
  • Update/maintain client databases

Secondary duties:

  • Photocopying, faxing, filing, printing, binding, archiving when required
  • Prepare/arrange refreshments for meetings/appointments and do dishes on a daily basis
  • General office duties & maintenance
  • Spot cleaning where necessary (vacuuming, wiping)
  • Stationery management

  
Skills and Experience:

  • Previous admin / client services experience
  • Financial Planning experience (2 years)
  • Strong communication and interpersonal skills
  • Ability to prioritise workload
  • Experience working with a CRM
  • Must be able to work within a fast-paced environment
  • Australian Citizen or PR
  • Police check clearance required

  
Please forward your cover letter and resume in WORD format.
  
Please note only candidates that meet our client’s selection criteria will be contacted.
  
Job ID: MASRA02

JDCSM02-3751501


CLIENT SERVICES MANAGER

  • Full Time or Part Time (School Hours) – YOU DECIDE!!
  • Competitive Salary on offer
  • Supportive Environment with Genuine Work Life Balance

About the Employer:
This innovative boutique Financial Advisory practice based in Perth, provides a range of wealth management and strategic advice solutions to successful families.  
  
About the Role:
You will be responsible for providing administrative support to the business and support client relationships. A strong level of customer service skills is essential along with previous experience in a similar role for at least 2+ years

Benefits:

  • Competitive Salary – Flexible Hours
  • Friendly and Supportive Working Environment
  • Long Term Career Opportunity

Duties:
Including but not limited to:

  • Manage Client Communications
  • Manage Marketing Campaigns
  • Implement Advice recommendations
  • Client Meet and Greet
  • Manage Offsite Staff
  • Answer phones and general email inbox management

  
Skills and Experience:
We would love to see applications from enthusiastic and professional individuals who:

  • Have at least 2+ years experience within a financial planning firm
  • Confident, engaging and warm personality – genuinely enjoys working with clients
  • Financial planning software experience (XPLAN)
  • Effective Time Management
  • Customer Service experience
  • High attention to detail with superb organisation skills
  • Excellent communication skills both written and verbal

  
If this position sounds like you then APPLY NOW do not miss out on this opportunity!!
  

Please forward Cover Letter and an up-to-date copy of your CV
NOTE: only candidates that meet our client’s selection criteria will be contacted.

  
JOB ID: JDCSM02

JDA02-3751494


ASSOCIATE 
 
  • Job Security – Opportunity for Professional Growth
  • Competitive Salary on offer
  • Great Team Dynamic in a Supportive Environment

About the Employer
This innovative boutique financial advisory practice based in Perth, provides a range of wealth management and strategic advice solutions to successful families.  

About the Role:
You will be responsible for assisting Practice Principals in researching, formulating, documenting, and implementing advice recommendations for clients.
  
Benefits:

  • Professional and Dynamic Team
  • Competitive Salary
  • Supportive Working Environment
  • Long Term Career Opportunity  

Duties:
Including but not limited to:

  • Financial Modelling
  • Preparing Statement of Advice/Record of Advice documents
  • Attending Client Meetings
  • Assist in preparing forms for Advice Presentation meetings
  • Keep accurate and timely records of all communications with clients
  • Workflow management

Skills and Experience:
We would love to see applications from enthusiastic and professional individuals with the following qualities:

  • Advanced Diploma of Financial Planning or Degree qualification (preferred)
  • Understands and appreciates the importance of compliance in the marketplace
  • Strong Organisation and Time Management skills
  • Identifies problems and provides practical solutions
  • Financial Planning Software experience essential (XPLAN)
  • Excellent communication skills both written and verbal
  • Confident in dealing with people

If this position sounds like you then APPLY NOW do not miss out on this opportunity!!
  

Please forward Cover Letter and an up-to-date copy of your CV
NOTE: only candidates that meet our client’s selection criteria will be contacted.

  
JOB ID: JDA02