Collaborate closely with Senior Advisers and management to ensure seamless and exceptional service Your new company
Are you ready for an exciting career move? Step into a dynamic role with a highly esteemed financial services firm based in Cairns CBD. We're on the lookout for a dedicated professional who thrives on excellence, meticulous attention to detail, and delivering top-notch customer service.
Your new role
In this pivotal role, attention to detail is key. Collaborate closely with Senior Advisers and management to ensure seamless operations and exceptional service delivery. Your duties will encompass:
Coordinate client meetings, ensuring attendance and scheduling follow-ups.
Gather information from various third parties, such as accountants, lawyers, and financial institutions. Communicate with super funds and fund managers to collect and record accurate client account details.
Maintain client database and portfolio records using financial planning software.
Prepare basic Records of Advice (RoA) and generate precise reports for client reviews.
Ensure compliance with relevant authorities and documentation requirements.
Work closely with Advisers and staff to address client queries and offer necessary support.
Assist with administrative tasks and errands as needed.
Contribute to the implementation of advice provided to clients.
What you'll need to succeed We're seeking a goal-oriented individual with impeccable presentation and a strong commitment to exceptional customer service. While experience in the financial services industry, particularly in financial planning or accounting, is preferred, it's not mandatory. What's essential is excellent communication skills, exceptional organisational abilities, and a hunger for learning and personal growth. What you'll get in return
This role promises exciting opportunities for professional growth and development. If you're passionate about finance and eager to make meaningful contributions to a vibrant team, this opportunity is tailor-made for you. Join a company that prioritises growth, integrity and client satisfaction.
What you need to do now
If you're interested in this role, click 'apply now' or forward an up-to-date copy of your CV to [email protected] or call 40492922 for some more information.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Please click here to apply.
Are you ready for an exciting career move? Step into a dynamic role with a highly esteemed financial services firm based in Cairns CBD. We're on the lookout for a dedicated professional who thrives on excellence, meticulous attention to detail, and delivering top-notch customer service.
Your new role
In this pivotal role, attention to detail is key. Collaborate closely with Senior Advisers and management to ensure seamless operations and exceptional service delivery. Your duties will encompass:
Coordinate client meetings, ensuring attendance and scheduling follow-ups.
Gather information from various third parties, such as accountants, lawyers, and financial institutions. Communicate with super funds and fund managers to collect and record accurate client account details.
Maintain client database and portfolio records using financial planning software.
Prepare basic Records of Advice (RoA) and generate precise reports for client reviews.
Ensure compliance with relevant authorities and documentation requirements.
Work closely with Advisers and staff to address client queries and offer necessary support.
Assist with administrative tasks and errands as needed.
Contribute to the implementation of advice provided to clients.
What you'll need to succeed We're seeking a goal-oriented individual with impeccable presentation and a strong commitment to exceptional customer service. While experience in the financial services industry, particularly in financial planning or accounting, is preferred, it's not mandatory. What's essential is excellent communication skills, exceptional organisational abilities, and a hunger for learning and personal growth. What you'll get in return
This role promises exciting opportunities for professional growth and development. If you're passionate about finance and eager to make meaningful contributions to a vibrant team, this opportunity is tailor-made for you. Join a company that prioritises growth, integrity and client satisfaction.
What you need to do now
If you're interested in this role, click 'apply now' or forward an up-to-date copy of your CV to [email protected] or call 40492922 for some more information.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Please click here to apply.
