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Client Support Officer

Job Title: Client Support Officer
Contract Type: Contract
Location: Wollongong, New South Wales
Industry:
Salary: Negotiable
Reference: 186524_1532051019
Contact Name: Anson Lam
Contact Email: ansonl@porterallen.com.au
Job Published: July 20, 2018 12:48

Job Description

The Company:

Our client is a leading industry superannuation fund that provides members with exemplary customer service. The role is to support financial planners with the preparation of SOA and required administration tasks. This is a full time 12 month contract position.

The ideal candidate will have superannuation experience looking to gain exposure within the Financial Planning space. This role will provide the perfect opportunity to take the next step into the financial advice space.

The Key Duties:

  • Provide financial adviser and member support through various tasks
  • Assist in the preparation of Statement of Advice for the clients
  • Providing central administration support to the financial planning team
  • General understanding of fund products to effectively communicate with members
  • Ensure all cases are successfully submitted and escalating any errors or late submissions
  • Undertake training and development to meet compliance objectives
  • Excellent internal and external stakeholder communication and management

Skills & Experience:

  • Completed or currently undertaking RG146
  • Working towards ADFP is desirable but not required
  • 2+ years experience within superannuation company
  • Attention to detail is a must with a professional telephone manner
  • Good understanding of Financial Planning, Superannuation products and services
  • Proficient use of computers and Microsoft Office applications, e.g. Word, Excel. Outlook, Power Point and Pivotal (data extractions) etc
  • XPLAN experience is desirable

Culture & Benefits:

  • Career development and supportive management
  • Excellent team culture
  • Wollongong Location - close to home

Please apply by the link below or email Anson Lam directly on email anson.lam@porterallen.com.au or call on 02 8247 5712 for a confidential discussion