Description:
Parker Wealth Management
Client Services Executive (Full-time)
Canberra ACT
Banking & Financial Services
This is an excellent opportunity for an experienced Client Service Executive looking to grow their career or for an Executive Assistant looking for an opportunity to transfer their skills and start their career in the Financial Planning industry.
On offer is:
• An engaging and dynamic position with Canberra’s largest privately owned advisory firm
• the support of a fully qualified team of client service and paraplanning professionals
• the opportunity to liaise with clients, and add value to our client relationships
• the opportunity to expand your skills and knowledge
• the opportunity for career progression
• work flexibility
• positive and supportive work culture; and
• state-of-the-art working environment in the heart of Canberra City.
You will be part of a close-knit team of Client Service professionals providing a high level of administrative support to financial planners with duties including (but not limited to):
• providing a broad range of administrative and clerical support to a team of financial advisers
• ensuring the effective flow of communication between clients and the business
• striving for high levels of client service and satisfaction
• handling all the administrative aspects associated with the implementation of advice. This includes the paperwork associated with a variety of platforms, the administration for self-managed superannuation funds and share trading
• preparation of client reports
• responding to client queries and liaising with third parties in respect of clients’ accounts; and
• handling miscellaneous requests from advisers and requests for assistance from other staff with good grace and humour!
The applicant we are seeking would possess the following:
• have an interest in Financial Planning
• strong administrative skills: calendar and inbox management a must!
• resilience and strong organisational skills to balance a high-volume workload and competing priorities;
• effective time management
• high level numeracy
• high attention to detail
• Microsoft Office Applications knowledge
• motivation and ambition, and committed to achieve team goals;
• excellent verbal and written communication and interpersonal skills;
• a high level of professionalism - face to face, over the phone and through correspondence.
We are a growing business and are leaning into the future of financial advice and building for that future. We are willing to invest in our staff with full on the job training, mentoring and pathways for their career progression.
You will be rewarded with:
• learning and development opportunities;
• generous salary package
• a career pathway with quarterly check-ins with our HR Manager
• the flexibility to work in our newly renovated office in Canberra City, with a variety of parking and public transport options and to work from home
• other perks of the job include an active social club, regular team morning tea’s, and team building days
• a 4pm Friday finish and;
• a warm, inclusive, and collaborative working environment.
If this ad has piqued your interest and you would like to have a confidential discussion to learn more, please contact Head of People and Culture, Rachel Barrer, (details below).
To apply, send an email rbarrer@parkerfinancial.com.au with your current CV and cover letter.