WHEN WAS THE LAST TIME YOU HAD FUN AT WORK

If you're a talented individual who loves challenges, growth, and continuous learning, be part of our growing team as an Implementation Client Services Officer / Financial Planning Assistant now!

Click the link to apply: https://jobs.talenthr.io/qwrk/experienced-client-services-officer-fixed-dayshift-weekends-off/5

What's in it for me

Be part of a Young, Motivated, and Agile company
Grow! Learn! Guide! While having FUN!
Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break

What does this role entail

The overall objective of the CSO is to assist Financial Advisers in gathering the data required to provide financial planning services to their clients particularly in implementing advice. This includes supporting Advisers with all of the administration assistance they need to provide financial advice in a timely, regulation-compliant manner.

What are the proficiencies expected of me

At least 2 years of experience in doing advice implementation as a Client Service Officer or as a financial planning assistant
At least 2 years of experience as a Client Services Officer/Financial Planning Assistant or equivalent
Bachelor's Degree holder
Must be able to understand the recommended strategy
Exceptional Written and Spoken English communication skills
Intermediate to Proficient: MS Outlook, Excel, Word and PowerPoint knowledge

What are the things expected of me

Work with your assigned client as a professional representative of SMSF Paraplanners
Ability to implement advice (loading Macquarie and Netwealth transactions; account opening forms)
Set up client files
Collect data accurately on behalf of our clients- this may include phoning, investigating online and completing various spreadsheets or forms
Complete comparisons for products such as superannuation, investment and insurance policies
Prepare forms, documents and templates with complete accuracy
Prepare client reports
Data input
Maintain client database through required software
Build solid relationships with each Client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, more efficient ways etc.)

How else can I contribute

From time to time, we may also ask you to assist with other tasks which may include:
Assisting the management team with administrative tasks
Assisting the Paraplanners with research as required

If what we're describing sounds a lot like you, hit the apply button and talk to us now!

For more information about our company, visit our website: http://qwrk.com.au

IMPLEMENTATION CLIENT SERVICES OFFICER / FINANCIAL PLANNING ASSISTANT