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Financial Planning Assistant

Job Title: Financial Planning Assistant
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Industry:
Salary: AU$65000 - AU$66000 per annum + Bonus
Reference: 179721_1513205738
Contact Name: Nandani Gosai
Contact Email: nandanig@porterallen.com.au
Job Published: December 19, 2017 10:40

Job Description

The company:

This company is a leading financial services firm which holds a reputation for their excellence and professionalism in client services. This is an opportunity for a customer servive officer to join a leading firm that has a collaborative team culture and supportive environment allowing room for growth and development.

Key responsibilities:

This opportunity has arisen due to internal growth of the company. The purpose is to provide exceptional support in client services and along-side Advisers, Investment Manager and Paraplanner. The role will be reporting to the team leader.

  • Manage all operations, administration and reporting procedures;
  • Provide quality support to Advisers & Paraplanners by assisting with the preperation of financial plans;
  • Managing adhoc administrative duties including updating the Coin and CRM database & making sure files are compliant;
  • Communication with clients and suppliers on daily basis in relation to queries via email and phone;
  • Assist with implementation of complex investments & ensure to collate correct client information.

About you:

  • 2 year's + experience working as Customer Service Officer;
  • Previous COIN or Xplan experience;
  • RG146 / Diploma is Financial Services desirable but not essential;
  • Excellent verbal and written communication skills;
  • Ability to work autonomously and be a team player.

Apply below! or send your CV to nandanig@porterallen.com.au.