Job Description

We are a privately owned self-licensed financial advisory firm that has been operating for 31 years offering family office services to ultra-high net worth families.

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An exciting opportunity exists in our growing team for a dedicated and qualified Client Service Associate to work in our office based in Hawthorn.

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Working closely with a Director and Principal Adviser, you will be exposed to:

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- Comprehensive advice to private clients, across a broad investment sphere
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- Ongoing training and development
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- A collaborative and supportive team of professionals
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- A client-focussed culture
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- The opportunity to develop and progress your career further in financial advice and wealth management.
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The Role

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Your responsibilities will include:

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- Working with the principal adviser to understand the clients' goals and objectives, and implement strategies which align with these
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- Preparation of client review meeting packs
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- Preparation and implementation of investment review documentation
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- Liaison with clients and their professional partners as required
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- Ensuring all advice documents are in line with the compliance requirements of the business and legislation
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- Completing assigned tasks within the financial planning team in a timely manner
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- Proactive input into the continuous improvement of our advice and client servicing systems, processes and procedures
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- Other ad hoc general administrative tasks
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Skills and Experience

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The suitable candidate will have the following:

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- High level of proficiency across the Microsoft Office suite and Xplan
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- Ability to prioritise workload and display organisational skills managing multiple tasks
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- Deliver an exceptional customer service experience
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- Be proactive and driven to succeed
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Personal Requirements

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We are looking for someone who possesses the following attributes:

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- Ability to work independently and self-motivated
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- Excellent verbal and written communication skills
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- High level of attention to detail with concern for quality and standard
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This is a great long-term opportunity to support and grow within a highly successful advisory team.

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📌 Client Service Associate (Williamstown)
🏢 seek.com.au
📍 Williamstown