About the company
Our client is a well-established and successful Financial Planning firm located in the Eastern Suburbs. Their ability to provide a holistic service to their clients for more than 20 years is demonstrated through the various National awards that they have won. We are now looking for a client services professional to join the team and be a part of their success.
About the role
Joining a small, friendly team, your primary objective is to ensure the smooth processing of various corporate actions. Your relevant industry knowledge and understanding of the tasks required will contribute to maintaining the high standard of client service that the team is known for. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is also required.
Skills and experience
If you have acquired relevant skills through any of the following businesses then you should consider applying for the role:
- Financial planning
- Wealth Management
- Accounting (integrated) advisory firms
- SMSF firms
To be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to a friendly, confident, and team-focussed mindset.
PLEASE NOTE: This role is open to candidates looking for a flexible approach to their work hours, such as 0.80 FTE or school hours.
The office location is excellent with free on-site parking and access to training and development tools for the successful person. To apply for the role please hit the button adjacent to this advert. Initial (confidential) enquiries can be made to Shaun Mansell at Randstad on 08 8468 8037.
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....