Client Services Administrator - Full-time
This is an opportunity to work alongside experienced Advisers and be part of our Administration Team. This is a key role, where you will deliver a seamless client experience, while developing your own career within the financial services environment. This role will suit an experienced Client Service Officer, who can hit the ground running. This is a full-time office-based role, but we would consider a minimum of 30 hours per week for the right applicant.
Key responsibilities
Supporting our three Advisers and Paraplanning Team
Assist advisers through the preparation, implementation and follow-up of financial advice, including the completion and lodgement of applications
Process client administration across superannuation, investments, insurance and related advice matters
Liaise with product providers and third parties to progress client requests and resolve enquiries
Manage client enquiries, correspondence and ongoing client administration
Maintaining accurate client records within Xplan
Processing investment transactions through platforms and brokers
Collecting and preparing documentation for tax reporting purposes
Other ad hoc general administrative tasks
About you
Experience as a Client Service Officer,
including the implementation of advice
Strong attention to detail and take ownership of your work
High level of proficiency across Xplan and the Microsoft Office suite
Previous experience within the financial planning domain
Excellent communication and relationship-building skills
A proactive and solutions-focused approach
High levels of organisation and attention to detail
The ability to work independently, while remaining a strong team member
Minimum 2-3 years' experience in financial planning administration or implementation roles
Full working rights in Australia
About us
OzPlan Financial Services is a Financial Planning practice based in the Eastern Suburbs of Melbourne, providing Superannuation, Retirement, Investment and Aged Care advice. We are committed to making a difference for our clients, supported by a Financial Planning and support team working together to make it happen. We take pride in the culture we have created, and we encourage a healthy work-life balance.
Valuable training from a team of professional mentors
A great opportunity to work for a qualified organisation who promotes from within
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