Description

Client Services Officer - Boutique Financial Planning Firm

Permanent position, excellent benefits.

Work within a growing boutique Financial Planning office.

We are an established and growing Financial Planning business and two members of our administration team and joining our adviser ranks so the opportunity exists for an experienced Client Services Officer to join our Melbourne team on a permanent basis. 

Rba Financial Group has over 48 years' experience as a trusted and well respected firm that prides itself on our personalised financial planning strategies to help our client's achieve their individual financial lifestyle goals.

Benefits

Permanent Opportunity
Stable, Family Owned Boutique Business
Supportive Team
Flexible work arrangement depending on experience
Leave loading, birthday/christmas leave
The Role

Reporting to the Client Services Manager, your focus will be assisting our financial planners in the day to day preparation of files, processing of paperwork and general administration and client servicing support.

Responsibilities:

Implementation of SOA's
Prepare and process application forms
Prepare and implement ROA's
Updating and maintaining client information within our Xplan database
Administration and processing of client documentation
Manage and respond to client queries
Make and manage client appointments
Maintain and uphold data integrity
Adhere to all relevant risk and compliance obligations
General administration
What we are after:

Experience with Xplan preferred
Ideally have 2 years experience in Financial Planning administration
Experience in delivering high quality client service
Excellent written and verbal communication skills
Strong skills in Microsoft Word and Excel
A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team
Well organised with excellent attention to detail
The ability to manage multiple tasks and deliver to deadlines
An adaptable and flexible nature
Strong problem solving ability
If your skills and experience match the above criteria and you are looking for a role where you will be genuinely recognised for your efforts, please apply today.