A Mount Gambier Financial Services Business is seeking a motivated and client-focused Client Relationship Manager / Administration Assistant to join the friendly team in the Mount Gambier office as they continue to grow.
Duties will include:
· Providing administrative support to our financial planners;
· Liaising with clients and being available to assist with enquiries via phone and face to face;
· Answering questions and providing readily available information to clients;
· Physical and electronic filing and file maintenance;
· Data collection and input into computer systems;
· Being a welcoming first point of contact for clients, both in person and over the phone;
· Building and maintaining strong, long-term client relationships;
· Managing client enquiries and coordinating appointments;
· Preparing client correspondence, reports and meeting documentation;
· Ensuring a high level of confidentiality, accuracy and professionalism in all dealings.
Requirements:
· Outstanding written and verbal communication skills, including phone manner;
· Strong computer skills including the use of Microsoft Office suite of programs;
· The ability to problem solve and maintain a high attention to detail;
· Be open to constructive feedback and have a desire for continual improvement;
· Experience with XPLAN and other financial planning software is desired but not crucial;
· Personable, with the ability to build strong relationships with our clients;
· A positive outlook and an upbeat personality, as well as a willingness to contribute to our environment and culture;
· Enjoys working with people and building genuine client relationships;
· Is highly organised, proactive and has strong attention to detail;
· Has excellent time management skills and can manage competing priorities;
· Is confident using Microsoft Office and general computer systems;
· Can work independently while also contributing positively to a team;
· Demonstrates initiative, reliability and a positive attitude;
· Understands the importance of discretion and confidentiality.
Conditions:
This is a Part time position and will suit someone looking to further their career by gaining exposure to a growing Financial Services Business.
Applications will be regarded as strictly confidential.
Applications addressing the skills and selection criteria outlined above must be submitted no later than: