Job Description

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Administrator - Finance

Advertiser: KLC Recruitment Pty LtdMore jobs from this company

Job Information

Job Listing Date
31 Jul 2019
Melbourne, Eastern Suburbs
Work Type
Full Time
Administration & Office Support, Client & Sales Administration
  • Balwyn East Location
  • Full-time ongoing opportunity 

An opportunity exists for an energetic, switched on administrator/ customer service officer to join this fast pased financial planning practise, providing support to client and planner alike. 

Working with a practice that represents one of Australia’s largest dealer groups and working with a substantial, diverse and well-established client base, we are looking to appoint a dedicated candidate with previous experience within the finance sector in either an administration or customer service role. 

To be successful in this role you will have;

  • Previous administration/customer service experience 
  • Utilised databases / CRM's previously 
  • A personable nature, and the ability to interact with differing clients and their needs
  • Experience working with a financial institution will be favorable

Responsibilities for this role include;

  • Customer Service including: answering calls and tending to all client questions and issues, client interaction and diary/appointment management.
  • Office Administration involving: Lodgement of new business, CRM management – managing rollover etc, scanning of documents, following up of outstanding rollovers, management of stationery needs and other ad hoc duties as required
  • Marketing Campaigns: request listings from client database, manage issuing of monthly review letters, assist with seminars and functions and mailouts including half yearly newsletters and other regular contact.
  • Database management: Maintenance of Client Database, filing and management of void client files
  • Assisting planners and managers with any other ad hoc duties as required.

If you are interested in applying for this position, please APPLY NOW!


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