adviser assistant in Newcastle

posted
contact
jeremy oconnor, randstad
job type
permanent

job details

posted
location
newcastle, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0423859_1598836756
contact
jeremy oconnor, randstad
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job description

The Company

This company is a large advisory firm with offices across Australia that provides outstanding advice to its clients and has won numerous awards throughout the years. They are currently going through a period of growth and their Financial Planning team is looking for an Advice Assistant to join them.

The Role

An exciting and varied role where you will be the first point of contact for clients. You will be assisting senior advisors ensuring their clients are taken care of and helped when needed. You will be working with an experienced team and helping clients with requests. You will be actively managing the administration processes and have the power to help implement new processes when needed. You will be working with superfund members in regards to both insurance and superannuation policies.

Your Experience

  • You will have at least 2 years of experience in client service/administration role within the financial services industry.
  • DFP (RG146)
  • Strong customer service focus
  • High attention to detail

To apply online, please click on the appropriate link. Alternatively, please contact Jeremy O'Connor at jeremy.oconnor@randstad.com.au or call 02 8298 3808.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

client service officer, client service manager, financial planning assistant, wealth, rg146, dfp, financial advice, financial planning

qualification

DFP (RG146)

educational requirements

Associate Degree/Diploma