Description:
Solas Financial is a long established Hobart based Financial Advice firm looking after the financial wellbeing of local and interstate clients.
We are seeking a motivated Client Administration Officer to join our team on a permanent full-time basis.
The successful applicant will join as a valued member of our administration team and will serve as the primary point of contact for clients, ensuring prompt and accurate responses to enquiries via phone, email, and in person. The role also entails the management of client files and records in compliance with company policies and regulatory requirements. In addition, the requirement to prepare and process client documentation, including forms, applications, and reports and assist clients with account and investment updates, ensuring information is accurate and up-to-date.
The Must Haves: -
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A friendly 'can do' attitude and the ability to deliver a highly professional level of customer service to our clients.
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Excellent personal and verbal presentation.
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The ability to work efficiently and autonomously, managing inbound calls and administrative tasks seamlessly, whilst maintaining a high level of accuracy.
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Excellent administrative and organisational skills, attention to detail and proficiency with the Microsoft Office suite as well as an excellent level of general computer literacy and the ability to type at a minimum of 65 words per minute.
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Previous experience in an customer service is highly desired.
An above award rate salary package will be offered, based upon skills and experience. A monthly paid recreational day will also be available, after successful probationary period.
If you are the person we are looking, we would love to hear from you. Please send your resume and covering letter addressed to the Manager, Solas Financial via email; *****@solasfinancial.com.au or by mail; GPO Box 272, HOBART 7001 .
Only successful applicants will be notified.