Personal Assistant/Customer Service

About us

A professional Rockhampton CBD based financial advice firm with a client-centric approach in all they do. They have a high level of technical competence and commitment to quality advice. The advisers have strong financial services industry experience positioning them well as a valuable solution for high net worth clients. You will enjoy collaboration within the team, working closely alongside an experienced client services leader who manages client operations.

Tasks & responsibilities

• Managing inbound client engagement with a strong focus on quality service.

• Preparing client review and new client documentation

• Supporting and managing the client information and data within the CRM

• Implementation of all documentation with third-party product and service providers

• Lodging documentation and management to completion

Qualifications & experience

• You have a proven track record of client support within the financial planning industry and are passionate about delivering outstanding results

• It is highly desirable to have Xplan experience (but not essential)

• You are proud of your attention to detail

• Excellent engagement skills (you enjoy talking with valued clients)

Benefits

• Flexible working arrangements

• Successful local business offering stability of employment

• Growth opportunities

• Potential for growth into full-time employment

• Those seeking full-time employment are encouraged to apply

What Next?

You can apply for this role by emailing your cover letter and resume to admin@fitzroyfa.com.

Only short-listed candidate will be contacted.