About the company Our client is a well-established and successful Financial Planning firm located in Nuriootpa. The key to their success is the engagement with the local community and personal, tailored services provided. We are now looking for a client services professional to join the team in Nuriootpa and be a part of their growing... read more on Shortlisted Jobs | Australia
About the company
Our client is a well-established and successful Financial Planning firm located in Nuriootpa. The key to their success is the engagement with the local community and personal, tailored services provided. We are now looking for a client services professional to join the team in Nuriootpa and be a part of their growing business.
About the role
Joining a small, friendly client services team, your primary objective is to ensure the smooth processing of various corporate actions. Your relevant industry knowledge and understanding of the tasks required will contribute to maintaining the high standard of client service that the team is known for in their community. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is also preferred.
Skills and experience
If you have acquired relevant skills through any of the following businesses then you should consider applying for the role:
• Accounting firms
• SMSF firms
• Financial planning
• Wealth Management
To be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to a friendly, confident, and team-focussed mindset. Candidates with industry-specific qualifications and experience will be highly regarded.
PLEASE NOTE: This role is open to both less experienced client services professionals AND more experienced candidates looking to move into a leadership role.
The office environment is open plan, social and friendly. Clients will regularly ‘pop in’ for a chat, adding to the relaxed feel of the environment. Typical hours of work are 8.30am to 5pm Monday to Friday with some flexibility available.
A negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidate
How to apply
Click the ‘apply for this job’ button adjacent to this advert or call Shaun Mansell from Randstad during business hours on (disabled link) for an initial (confidential) discussion. Thank you.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.