FinSec is a financial planning and advisory firm that has been assisting South Australians with their financial advice requirements for over thirty years. Specialising in Self Managed Super Funds, UK Pension Transfers, Risk Management and Wealth Creation, this team of financial professionals provide quality advice and service to their well-established clients. Due to continued growth, an opportunity for an experienced Client Services Officer is available for an immediate start to join their close-knit team.
About the role:
Supporting a team of Financial Advisors, you will provide excellent front-line customer service, while providing administrative support to the team. A master of multiple priorities, your duties will include workflow management, preparation of client documentation, database maintenance and client liaison. In addition, you will check documentation and lodge business as required while meeting compliance requirements. A working knowledge in direct equity administration is desirable.
Duties:
Workflow management
File preparation
Correspondence preparation
Processing and implementation of all advice
Client review management including fee disclosure and opt in requirements
Database maintenance
Client liaison
Reception relief
Skills & experience:
Previous experience within financial planning
Previous experience supporting multiple advisors
Sound knowledge of the financial planning industry
A genuine and personalized approach to customer service
Computer savvy with exposure to Xplan (or other financial planning package)
Experience in insurance and claims processing
Strong database management skills
Impeccable attention to detail
Studying towards or completed RG146 accreditation
Culture & benefits:
With strong staff retention and long standing business relationships that span over thirty years, this employer of choice boasts a progressive and positive culture which is embraced by all staff. This is a truly unique opportunity to join a growing and cohesive team.
Applications in Microsoft Word only should be forwarded to Joanna Slaven quoting reference number JO-2107-4925. Telephone enquiries are welcome on 8100 8851.
