Client Services Administrator

Curtis Partnership

Melbourne, VIC
$75,000-80,000 per year
Permanent
Full-time

13 days ago

Our client, a well-established Funds Management and Financial Planning provider, have an excellent opportunity for a Client Services Administrator to join their growing team.Excellent opportunity for someone with financial planning experience to build on their career supported by a great team culture and empowering working environment.

South Melbourne Office Location
Exposure to a range of financial services
$75-80k (negotiable)

The RoleAn opportunity has arisen for a Client Services Administrator to join the team. This is an excellent opportunity to build upon your professional career.Reporting to the Directors, your duties will involve providing client services support, administration and reporting to support the Financial Planners and Paraplanners in all areas of financial planning including clerical, administrative, and compliance responsibilities.Responsibilities include:

First point of contact for incoming correspondence from clients
Provide administrative support to Advisers and Paraplanners
Liaise with stakeholders and compile information
Assisting with the establishment of SMSFs, preparation of SMSF contribution and pension payment reports and preparation of SMSF minutes & ongoing compliance documents
Complete and process applications, investment transactions and other ad-hoc administrative paperwork
Respond and action client requests
Updating / maintaining databases
Other ad-hoc duties

Skills and Experience

2+ years financial planning experience gained in a similar role
Hold a Diploma of Financial Planning (or be in the process of completing it)
Organised, with an attention to detail and a friendly phone manner
Basic knowledge of Self-Managed Superannuation Funds (SMSF)
Excellent written and verbal communication
Microsoft Office Suite experience
Experience using Xplan and/or exposure to fund management platforms (BT Panorama, Asgard, IOOF, MLC etc)

Curtis Partnership specialises in Property, Sales, Marketing & Operations, Information Technology, Finance and Accounting recruitment.Curtis Partnership is committed to supporting inclusive and diverse recruitment. We welcome applicants from all ages and genders, First Nations Australians, culturally and linguistically diverse groups, the LGBTQIA+ community and people with a disability. If provisions or adjustments in our recruitment process could better enable your application to shine, please indicate this at the top of your resume

Curtis Partnership

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