Job DescriptionClient Services Administrator - Full-timeThis 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 responsibilitiesSupporting our three Advisers and Paraplanning TeamAssist advisers through the preparation, implementation and follow-up of financial advice, including the completion and lodgement of applicationsProcess client administration across superannuation, investments, insurance and related advice mattersLiaise with product providers and third parties to progress client requests and resolve enquiriesManage client enquiries, correspondence and ongoing client administrationMaintaining accurate client records within XplanProcessing investment transactions through platforms and brokersCollecting and preparing documentation for tax reporting purposesOther ad hoc general administrative tasksAbout youExperience as a Client Service Officer,
including the implementation of adviceStrong attention to detail and take ownership of your workHigh level of proficiency across Xplan and the Microsoft Office suitePrevious experience within the financial planning domainExcellent communication and relationship-building skillsA proactive and solutions-focused approachHigh levels of organisation and attention to detailThe ability to work independently, while remaining a robust team memberMinimum 2-3 years' experience in financial planning administration or implementation rolesFull working rights in AustraliaAbout usOzPlan 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 mentorsA great opportunity to work for a professional organisation who promotes from within
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