Job Description

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Client Services Officer

Advertiser: Attard and CoMore jobs from this company

Job Information

Job Listing Date
12 Jun 2019
Work Type
Part Time
Banking & Financial Services, Financial Planning

Who are we

We are a small established licensed Wealth Management firm for which a part-time opportunity exists for an experienced and reliable person in the township of Willunga.

About the role

As the key office personnel, your duties will include, but will not be limited to:

  • Answering incoming calls
  • Managing client queries
  • Preparation of investment reports and client advice documents
  • Greeting clients for office appointments
  • Mail collection / scanning / filing / actioning/ postage as required
  • Maintaining client records
  • Data Entry Management
  • Reconcile transactions for auditing and tax purposes
  • Basic bookkeeping using Quickbooks
  • Assist with the daily running of a small business
  • Ensure all office stationery and disposables are kept in stock

You will have

  • Minimum of 3 years experience in the financial planning industry
  • Experience using the following programs (or equivalent) Iress Xplan. BGL Simple fund / 360, Quickbooks, MS Office (Word & Excel)
  • A current National Police Check
  • High attention to detail
  • The ability to work unsupervised and prioritise tasks


This role is for 20-25 hours per week and salary is dependent on skills and expertise.

This is a great opportunity for someone with skills looking to find a job in our wonderful Fleurieu region.

How to proceed

If you have valid working rights and think you fit the criteria, please send us your CV including 3 references and a one-page cover letter addressing how you would be perfect for this role.

Please apply in writing to

The Manager

PO Box 731

WILLUNGA   SA    5172

Or email:


The application form will include these questions:
  • How many years' experience do you have in the financial services industry?
  • Do you have experience in an administration role?
  • Do you have customer service experience?
  • What's your expected hourly rate?
  • Do you have a current Police Check (National Police Certificate) for employment?

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