EA / Client Services Officer with ref.

Supporting Director of business
Fast paced role with exposure to comprehensive financial advice
Develop client relationships

An opportunity is available for an experienced EA / Client Services Officer to join a leading financial planning firm in Canberra. Our client provides tailored, comprehensive advice and values developing strong relationships with their clients.

The successful candidate will:

Have 1+ years experience in a support/admin role within financial planning
Have previous experience dealing with holistic advice (Super, Insurance, Investments etc)
Be able to multitask
Have a high attention to detail
Be able to handle a fast paced work environment and juggle multiple tasks
Be able to prioritise
Be familiar with Statement's of Advice (SoA) and their implementation
Have excellent communication skills both written and verbal

As part of this role you will:

Be a point of contact for clients and maintain client relationships
Provide full adviser support to the Director
Maintain files and database records
Arrange client appointments
Prepare review paperwork for Planner / client review meeting
Ensure the preparation of all paperwork necessary to complete recommended strategies
Prepare reports as directed by Planner
Complete forms, e.g. new applications, in-house forms to switch investments, withdrawals, deposits, individual fund manager forms
Follow up implementation and administration on actions to be taken from plans
Proof read Statements and Records of Advice
Draft Record of Advice (RoA)

Salaries are dependent on experience but will be circa $60,000 - $65,000 + Super.

If you're interested please apply via this ad or send your resumes to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs