Our client has been in operation for over 10 years, with offices located in Canberra and NSW. They provide holistic financial advice and lending/mortgage services to their clients. They are currently looking for an experienced CSO/CRM to join their Canberra team. Benefits:
Beautiful heritage listed office space
Parking for staff
Close-knit team culture
Work life balance and flexibility
Work from home opportunities
Part-time 3-4 days a week or full-time
Tasks and Responsibilities:
Supporting a team of financial advisers
Book client appointments
Manage client review process and prepare for client meetings
Complete research on client accounts
Print and collate advice documents
Implementation of advice recommendations
Point of contact for clients
Management of Xplan database
Liaise with off-shore admin team and manage workflow
Ad-hoc admin duties
About
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