JuniorMid levelFull-timeOfficeMildura VIC 3500, AustraliaAdministrationCustomer servicePosted 3 days ago
About the job
An exciting opportunity awaits a motivated, self-driven person to join the Client Services team at Findex, supporting a team of Financial Advisers. This permanent, full-time job is based in the vibrant Sydney office, where you will manage team workflow efficiently and ensure that Advisers receive the support they need. With all the tools and resources available, your journey towards career growth and success starts here!
You'll be responsible for
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Preparing reconciled client review reporting
Accurately preparing reconciled client review reporting for Advisers to ensure they have the necessary information for their clients.🤝
Liaising with fund managers
Maintaining client portfolios through financial planning software and liaising with fund managers to ensure optimal management of client assets.💬
Delivering quality service
Providing quality service and outputs to clients in both written and verbal form, ensuring a high standard of communication and support.Key criteria
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Client reporting experience
Demonstrated experience preparing reconciled client review reports.View
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Financial planning software knowledge
Proficiency in using financial planning software for portfolio management.View
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Appointment scheduling skills
Experience managing appointments and document organization.View
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