Client Service Assistant or Experienced Administration Assistant

Core Wealth Financial Planning is a financial planning business with an established client base located on the northern side of Hillary's Marina. We have a rare opportunity for either an experienced administrator to advance their skills into a Client Service Assistant role, or for a Client Service Assistant to join our dynamic and friendly team.

To be successful in this role you must have a minimum 2 years experience in either an Administration or Client Service Assistant role and seeking a long-term opportunity.

Working in a small to medium business environment with a high performing team your key responsibilities will include, but are not limited to:

• Maintaining client relationships with a strong emphasis on client service
• Assisting reception when required with duties such as meeting and greeting clients, making tea and coffees, office orders etc
• Appointment setting and diary management
• Setting up and maintaining client files and client information held in XPLAN
• Assisting in the preparation of documents for client meetings
• Processing all requests for clients and advisers by appropriate deadlines
• Prepare and lodge product/platform applications and follow through to completion
• Working closely with other members of the team whilst having the ability to work autonomously
• Liaise with internal and external stakeholders
• Adhering to internal and external compliance requirements
• Provide other general administrative and client service responsibilities as required.

The ideal candidate will have the following minimum requirements to be considered for the role:

• Minimum of 2 years experience in either an Administrator or Client Service Assistant Role.
• Highly proficient with Microsoft Office, primarily Word and Excel.

You will have excellent communication skills, both verbal and written. Your attention to detail will be of a high level and you will have the ability to multitask and work autonomously. You will have a like minded commitment to caring about and wanting to help people realise their lifetime goals. Core Wealth prides itself on our core values of Care, Commitment, Community, Doing the right thing and Doing things right and it is imperative you are able to resonate with these.

Remuneration will be tailored to the experience of the applicant plus other benefits offered such as a gym membership. This is a rare opportunity for an experienced Administrator or Client Services Assistant to join our friendly team in a great location in a dynamic role.