Are you a university student looking to kick-start your financial career? If so, we have the role for you!
We are currently seeking a motivated individual studying Finance / Commerce who is interested in gaining industry knowledge to coincide with their degree. This is the perfect role for someone looking to get their “foot in the door” with the opportunity to further progress with the company.
The remuneration will be competitive and in line with the Banking, Finance and Insurance Award 2020. You will also work in the heart of the CBD, with the modern office located on Ann Street.
The role:
The role is that of a Client Services Officer, who is responsible for supporting the client services team to deliver exceptional service to Private Wealth clients.
Your role will be focussed on two components:
- Client Services – Delivering an exceptional level of service to clients, being pro-active in meeting their requests and using initiative to follow up on their behalf. Ultimately ensuring that clients experience an exceptional level of service.
- Administration – Efficiently manage the day to day tasks required by support staff and advisers. Be competent in taking ownership and handling tasks on behalf of advisers and client services team.
The successful candidate will:
- Enjoy the opportunity to help others
- Enjoy learning and learn quickly
- Respond well to deadlines and effective time-management
- Be sociable and enjoy the opportunity to present your ideas in a team environment
- Capable of making timely responses using an objective decision-making approach
- Able to work independently as well as part of a team
- High ethical standards
- Technology skills and ability – including excellent excel skills
- Proficiency with Microsoft suite of products, specifically Excel and Word
Key duties:
- Answer and direct phone calls in a professional and courteous manner
- Greet clients when arriving for meetings and make tea/coffee as required.
- Meeting and Boardroom Management – includes setting up and clean up for client meetings.
- Collection and distribution of incoming and outgoing mail.
- Ad hoc administration duties as required including scanning of mail and errands where required.
- Assist with the client data gathering and fact finding process.
- Prepare, lodge and follow up Authority to Access Information requests.
- Prepare Fact Find and update data in client database.
- Accurately prepare and process all application forms, redemption, switch and amendment paperwork and monies.
- Lodge Client paperwork and track until completed.
- Update client files, databases and record all transactions.
- Interact with product providers on issues relating to client accounts and transactions.
- Ensure all client documents are scanned and filed into clients appropriately in client database.
- Assist with the preparation of correspondence, letters, memos, file notes and reports.
- Ensure all transactions and documentation are cross checked by a team member prior to lodgement to ensure quality standards in accordance with licensee compliance framework.
So… what now?
If this sounds like you, then we want to hear from you!
- The role will look to commence in late January/February 2022.
- Please submit a tailored cover letter expressing your interest in the role, an up-to-date Academic Transcript and Resume to jobs@ourhrteam.com.au
- Please put the Job reference: AW1121, in the subject line of your email application
Please note that due to the number of respondents, only successful applicants will be contacted to progress.
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