Client Services Executive

Parker Wealth Management

Client Services Executive (Fulltime)

Canberra ACT

Banking & Financial Services

This is an excellent opportunity for an experienced Client Service Executive looking to grow their career or for an Executive Assistant looking for an opportunity to transfer their skills and start their career in the Financial Planning industry.

On offer is:

An engaging and dynamic position with Canberras largest privately owned advisory firm

the support of a fully qualified team of client service and paraplanning professionals

the opportunity to liaise with clients and add value to our client relationships

the opportunity to expand your skills and knowledge

the opportunity for career progression

work flexibility

positive and supportive work culture; and

stateoftheart working environment in the heart of Canberra City.

You will be part of a closeknit team of Client Service professionals providing a high level of administrative support to financial planners with duties including (but not limited to):

providing a broad range of administrative and clerical support to a team of financial advisers

ensuring the effective flow of communication between clients and the business

striving for high levels of client service and satisfaction

handling all the administrative aspects associated with the implementation of advice. This includes the paperwork associated with a variety of platforms the administration for selfmanaged superannuation funds and share trading

preparation of client reports

responding to client queries and liaising with third parties in respect of clients accounts; and

handling miscellaneous requests from advisers and requests for assistance from other staff with good grace and humour!

The applicant we are seeking would possess the following:

have an interest in Financial Planning

strong administrative skills: calendar and inbox management a must!

resilience and strong organisational skills to balance a highvolume workload and competing priorities;

effective time management

high level numeracy

high attention to detail

Microsoft Office Applications knowledge

motivation and ambition and committed to achieve team goals;

excellent verbal and written communication and interpersonal skills;

a high level of professionalism face to face over the phone and through correspondence.

We are a growing business and are leaning into the future of financial advice and building for that future. We are willing to invest in our staff with full on the job training mentoring and pathways for their career progression.

You will be rewarded with:

learning and development opportunities;

generous salary package

a career pathway with quarterly checkins with our HR Manager

the flexibility to work in our newly renovated office in Canberra City with a variety of parking and public transport options and to work from home

other perks of the job include an active social club regular team morning teas and team building days

a 4pm Friday finish and;

a warm inclusive and collaborative working environment.

If this ad has piqued your interest and you would like to have a confidential discussion to learn more please contact Head of People and Culture Rachel Barrer (details below).

To apply send an email with your current CV and cover letter.