Client Services Executive — Finance Career Growth (Hybrid)

Parkerfinancial; Canberra; On-site; Full time

Benefits offered by this job

Learning and development opportunities

Generous salary package

Flexible work arrangements

Active social club

Quarterly check-ins with HR

Team building days

4pm Friday finish

Job summary

A financial advisory firm in Canberra is seeking a Client Services Executive to provide high-quality administrative support to financial planners. The role involves managing client relationships, handling administrative tasks, and ensuring effective communication. The ideal candidate will have strong administrative skills and a passion for financial planning. This position offers generous salary packages, work flexibility, and opportunities for career progression, along with a positive work culture.

Qualifications

• Interest in Financial Planning.
• Ability to balance a high-volume workload.
• Motivation and ambition to achieve team goals.
• Ability to handle administrative tasks with grace and humour.

Responsibilities

• Provide broad administrative and clerical support to financial advisers.
• Ensure effective communication between clients and the business.
• Strive for high levels of client service and satisfaction.
• Handle administrative aspects associated with implementation of advice.
• Prepare client reports and respond to client queries.

Skills

Strong administrative skills: calendar and inbox management

Resilience and strong organisational skills

Effective time management

High level numeracy

High attention to detail

Microsoft Office Applications knowledge

Excellent verbal and written communication skills

High level of professionalism

Job description

A financial advisory firm in Canberra is seeking a Client Services Executive to provide high-quality administrative support to financial planners. The role involves managing client relationships, handling administrative tasks, and ensuring effective communication. The ideal candidate will have strong administrative skills and a passion for financial planning. This position offers generous salary packages, work flexibility, and opportunities for career progression, along with a positive work culture.