Client Administrator
Within our Service and Operations areas of the business, an opportunity exists for two individuals seeking an administration role bringing minimum 3 years experience in financial services. A position exists in our Parramatta Office full time and our City Office part time that will progress to full time.
The Practice has well established systems and procedures that should assist you in undertaking your day–to–day operations. Your ability to enhance our systems and be innovative would be looked upon favourably. The absolute non-negotiable attribute that you must demonstrate and implement is attention to detail. You need not apply if you do not have this quality.
You should be a calm and confident communicator with the maturity and ability to deal with clients and colleagues at all levels and demonstrates a commitment to client service.
This opportunity is offered by Profile Financial Services, an independently owned financial planning practice that has been in operation for 30 years. This is a fantastic opportunity to work within a progressive practice that focuses on strategies not products.
Qualifications and Experience:
* PS 146 qualified
* Minimum of 3 years industry experience
* Excellent Organisation and Administration Skills
* Well developed analytical skills with attention to detail
* Ability to manage a task from inception to completion
* Excellent communication skills, written and verbal
* Sound computer skills in Windows, Word, Excel
and Power point
* Strong team and solution focus
* Knowledge in Xplan preferred but not essential
