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Client Services Officer

Are you a detail orientated administrator who understands the importance of working within industry regulations? We are looking for a Financial Services 'Admin' superstar who knows how to dot their 'i's and cross their 't's working in an industry that is driven by legislation and compliance.

One of Cairns most reputable family orientated financial planning organisations, our client is looking to grow their team with an opportunity for you to work alongside their finance professionals providing day to day service delivery to their clients. You will work closely with their team of support staff and Advisors to:

  • Manage and update the client database
  • Prepare and process all client paperwork covering an array of financial documentation (Insurance, Superannuation, Investments) and other administrative paperwork
  • Perform administrative tasks in accordance with company and industry regulations.
  • Liaise with external stakeholders and internal staff
  • Provide reception relief during occasional lunch breaks
This role would suit an individual who may be looking to start their career within the Financial Planning industry or someone who already has a solid background working as a CSO within the banking Industry. Maybe you are simply looking for a change or maybe you have just started your Diploma in Financial Planning - New Year, new job?

Whatever the case, it goes without saying that you will have exceptional communication skills, be articulate with great attention to detail and enjoy working in a very compliant driven industry where you will need to work closely with the Advisor to ensure paperwork is updated and completed in accordance with legislative timeframes.

Experience using XPlan desirable but this can be taught.

If you have the ability to multi-task and are looking for a role where you will be provided with training in a professional workplace, this may be a great opportunity to learn new skills and gain new qualifications. Apply today by forwarding your resume and a cover letter addressing how you fit the above criteria to dratter@ipa.com.au or simply hit the 'apply' tab.
Apply for this job Reference # 210046899_164186447867415
Posted on: 11 January 2022 Full-Time Cairns, Queensland
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