Junior Client Services Officer and Receptionist

Wealth Management
August 1, 2023
$65000 - $75000
Full Time
Apply Now

Job Description

Join a Tight-Knit Team as a Junior Client Services Officer/ Receptionist. Work Hard, Play Hard, and Build Your Career!

Join a Tight-Knit Team as a Junior Client Services Officer/ Receptionist. Work Hard, Play Hard, and Build Your Career!
 
Our client is a full-service Financial Planning firm with a focus on providing easy-to-understand financial planning and mortgage services to empower their clients. They prioritise their clients’ interests and aim to offer advice at the forefront of the industry through continuous education and development of their dedicated team.
 
As a Junior Client Service Officer/ Receptionist you will be responsible for being the friendly face for handling calls and greeting clients and performing essential office admin tasks. You will also play a crucial role in ensuring accurate paperwork and support implementing financial advice correctly. Additionally, you’ll need to exhibit strong judgement, prioritise tasks effectively, and be adaptable to take on various projects as needed.
 
What are the benefits?

  • Competitive Salary
  • Tight knit team with a supportive work-hard-play-hard culture
  • Hire from within policy (excellent career growth prospects) – you choose your path
  • Employee Assistance Program
  • Casual dress Fridays!
  • Regular team lunches
  • Great office setup on Burke Road in Camberwell

 
What will you be doing?  

  • Handle calls and greet clients as the first point of contact.
  • Perform basic office admin tasks, including mail collection, printing, scanning, and meeting preparation.
  • Ensure accurate paperwork and proper implementation of financial advice, paying close attention to detail.
  • Demonstrate strong judgement and prioritise tasks effectively in establishing a daily routine.
  • Take on various projects and additional duties as required, showcasing flexibility and adaptability.

 
What do you need?  

  • Minimum of 1 year experience working within Financial Services
  • A strong knowledge of Microsoft packages (word, excel, PowerPoint and internet explorer experience)
  • Exposure to XPlan (financial planning software) and Worksorted (CRM) preferred.
  • Excellent interpersonal skills
  • High attention to detail and high level of accuracy
  • Effective organisational skills
  • Effective written communications skills
  • Time management skills

 
If you think this could be the role for you then please apply now! Or, if you have any questions, please contact Kirstie Keohane on 0401543522.
At Fuse, we specialise in recruitment for the Wealth Management and Insurance industries and actively source for a broad range of established clients. If you are a Financial Planning, Mortgage Broking, or Insurance Claims professional looking for your next opportunity, we’d love to hear from you.
 
If you know someone looking for a job, refer them to us and we’ll give you $500* if we find them a new role!
 
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