To support Senior Financial Adviser(s) in the provision of advice and ongoing service. To facilitate accurate and timely advice implementation to the Private Wealth clients.
Duties and Responsibilities
- Respond to all customer enquiries within agreed timeframes and in adherence with quality and compliance standards
- Execute accurate and productive investment and superannuation advice implementation for clients. Timely follow up of items to ensure all matters have been completed and processed correctly
- Regularly liaise with the Advisers for Statement of Advice (SOA) and complex client Review implementations, providing status updates to the client, Adviser and Client Service Relationship (CSR)
- Maintain client files as per audit checklist
- Maintain client contact database
- Contribute ideas/suggestions during team meetings and one-on-one with the management team
Skills & Experience
- 1-2 years previous experience
- Excellent communication skills
- Exposure to Investment products
- Knowledge of financial planning software
If this sounds like you please apply via the link below or for a confidential discussion.
📌 Client Services Administrator- Private Wealth (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
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