Wanted: Client Service Officer (Financial Planning), Upper North Shore

• New Role - 'Family-Feel' Cohesive Team!
• Investments/Insurance Admin/CSO Exp. Preferred
• Located close to Train Station

Professional Practice with a Friendly and Supportive Team Culture looking for an equally friendly and switched-on Admin. / Client Service Officer…. Ideal role for someone with at least some prior industry experience living local to Sydney North Shore....   

Our client operates a successful Financial Planning Practice on the Upper North Shore.  This new role entails:  

• Back-up PA/Receptionist (e.g., when they are on holiday) 
• Helping with client investment and insurance applications
• Arranging and recording client meetings and organising all pre-meeting documentation
• Speaking to clients on the phone and contacting them via email. 
• Organising Portfolio and Insurance summaries
• Ensuring client Investment transactions and rollovers are tracked through to completion
• Helping with Life Insurance quotes and tracking applications, medicals, etc.
• Keeping track of any Account amendments and tracking all client implementations in their Visiplan Software, and Informing clients of successful task completions
• Other CSO duties as required.

You will be working alongside a Senior Paraplanner and Client Services Manager and will work closely with the Senior Financial Planner.  

To be successful in this role you will have:  

• Strong attention to detail, high numeracy skills, and possess excellent English language skills (verbal and written)
• Lots of enthusiasm, energy, initiative, common sense, a strong ‘value-set’ and a professional work attitude
• Excellent client facing skills (i.e., presentation, courtesy, politeness)
• Dedicated to doing your best and in self-improvement, be a good multi-tasker, flexible and resourceful in getting the work done 
• Experience with MS Word, Excel, and Outlook
• Finally, an individual with at least some industry experience gained in Investments and/or Insurance Administration would be ideally suited, and whilst Diploma of Financial Services (DFS) subjects would be welcomed, they are not as important as having the personal attributes mentioned above. 

This is an excellent opportunity to join a successful and professional team, who will provide you with a friendly and supportive working environment and the room to progress into Paraplanning if desired.   

On offer is a negotiated salary based on experience, qualifications and capacity to do the role. For more information call Trevor Punnett on (02) 9221 6221 and use the ‘Apply’ button to send your details in Word Format.  

eJobs is committed to the principles of the Anti-Discrimination, Equal Employment Opportunity, OH&S and Privacy Acts and Amendments.  

Additional Search Words: Financial Planning Assistant Administration Assistant CSO DFS DFS(FP) PS146 PS 146 RG146 RG 146 Visiplan