Client Services Officer / Adviser Assistant

International Search Partners; Canberra; Hybrid; AUD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

Hybrid work arrangement

Competitive remuneration package

Zusammenfassung

International Search Partners in Canberra is seeking an experienced Client Services Officer/Adviser Assistant to join a leading professional services practice specializing in Wealth Management and Accounting.

In this role you will support Senior Advisers, prepare meeting documentation, maintain client data in CRM, assist with implementations of advice, and liaise with clients to ensure timely, high-quality service in a hybrid work environment.

Qualifikationen

• Previous experience in a similar Financial Planning role.
• Knowledge of Superannuation, Retirement planning and Investments.
• Strong communication and time-management skills.
• Proficiency with CRM, Office and Xplan is preferred.

Aufgaben

• Support Senior Advisers to ensure timely delivery of advice.
• Prepare meeting documentation and client reports.
• Maintain client data and records in CRM.
• Assist with the implementation of advice.
• Coordinate with clients and stakeholders to deliver outcomes.
• Assist advisers with research and strategy development.
• Assist in preparing SoA and RoA documents.

Kenntnisse

Communication skills

Client service

Team collaboration

Prior experience in financial planning

Time management

Ausbildung

Bachelor's degree in Financial Planning or related field

Tools

CRM software

Microsoft Office

Xplan

Jobbeschreibung

International Search Partners – Canberra ACT

An exciting career opportunity is available for an experienced Client Services Officer/Adviser Assistant to join a leading professional services practice specializing in Wealth Management and Accounting.

As a growing practice, the team is committed to delivering a professional, personalized service tailored to each client's needs. This role offers an excellent opportunity to further develop your skills and build your career within a supportive, professional environment.

Working closely with the Advisers, you will play an integral role in supporting the team and providing exceptional client service across face-to-face meetings, email and telephone communication.

In this role, you will:

• Support the Senior Advisers to ensure the delivery of advice is met within required deadlines.


• Prepare meeting documentation and reports for client meetings


• Assist in maintaining client data and records on CRM software.


• Prepare applications and assist with the implementation of advice


• Liaise with clients and key stakeholders to deliver positive outcomes.


• Assist the Advisers with research and technical strategy development


• Communicate effectively with Advisors, clients and the team


• Assist in the preparation of the SoA and RoA document in accordance with paraplanning.

The ideal applicant will have:

• Previous experience within a similar position within a Financial Planning environment.


• Technical knowledge across Superannuation and Retirement planning and Investments.


• A solid work ethic, reliable and able to work autonomously.


• Working knowledge of Microsoft Office and ideally Xplan.


• Excellent communication and people skills, with the ability to prioritize and meet deadlines.


• Willingness to learn and be part of a great team culture.


• Tertiary qualification within a Financial Planning or Financial Services related field highly desirable.

If you are a self-motivated individual with initiative and relevant experience, we would love to hear from you. This is an excellent opportunity to build a long-term career within a successful and growing practice. A competitive and flexible remuneration package will be offered, along with hybrid work arrangement.