- Experience an excellent team atmosphere
- Located in Rosedale
- Once trained, hybrid working available
Are you eager to embark on a fulfilling career in the ever-evolving realm of investments and financial planning? Your search ends here! We are actively seeking a committed Advisor Support Specialist to join our client!
About the Company:
Our client is a well-established investments and financial planning company, they have their own in-house transfer staff, financial advisers and other specialist representatives. Equipped with a senior team of finance and investment professionals they are dedicated to providing the best possible service to their clients.
The Role:
As an Advisor Support Specialist, you will be instrumental in ensuring operational efficiency within the company.
Your responsibilities will include:
- Managing phone calls, emails, and greeting clients
- Maintaining the CRM system to ensure accuracy and completeness
- Distributing statements of advice to clients
- Coordinating annual client reviews and booking meetings
- Managing Adviser diaries and scheduling appointments
- Arranging travel and accommodation for meetings and seminars
- Formatting and distributing client correspondence, plans, and reports
- Uploading client compliance and AML documentation to the CRM
- Submitting information requests to external providers and providing information to advisers
- Assisting with data reconciliation as required
Benefits:
- Recharge with complimentary fortnightly sports massages to keep you at your best
- Engage in frequent team-building activities, morning teas, and diverse celebrations
- Hybrid working model (after a period of training)
The Ideal Candidate:
We are seeking a candidate with outstanding written and verbal communication skills, coupled with a professional and courteous phone manner. The ideal candidate will possess exceptional attention to detail, adept problem-solving abilities, and the capability to prioritise tasks effectively while meeting deadlines. If you thrive in a dynamic environment and are dedicated to delivering excellence, we want to hear from you!
Join a team where your contributions are valued, and your professional development is nurtured. Apply now to embark on an enriching journey with a company that prioritises employee well-being and success.
If this sounds like you please send in your CV and cover letter today!
