Job Description

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Client Service Administrator

Advertiser: Shadforth Financial Group3.3 out of 53.3 overall rating (27 employee reviews) More jobs from this company

Job Information

Job Listing Date
13 Aug 2019
Location
Hobart
Work Type
Full Time
Classification
Administration & Office Support, Administrative Assistants

Client Service Administrator

Company description:

IOOF Holdings Limited is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services



Job description:

  • Outstanding career opportunity
  • Diverse and interesting work
  • Permanent full time position
  • Hobart CBD Location

 

An exciting opportunity exists for a self-motivated individual looking to join a leading wealth management, advice-led organisation. At Shadforth we use our size and scale to strengthen what we do for clients, through developing the best approach to delivering advice.  We have experience and expertise in working with clients to deliver greater peace of mind about their financial futures. With a national footprint, Shadforth has 15 offices and over 100 financial advisers and is a flagship retail brand within IOOF Holdings Ltd.

 

Our Hobart CBD office is currently seeking a Client Service Administrator to join the team on a full time permanent basis to provide reception and administrative support.

We are looking for someone who is extremely well organised, efficient, and client focused. The nature of our business is fast moving and dynamic so you will need to be flexible and able to deal effectively with changes in our business needs as they arise.

 

The key responsibilities of the role include:

 

  • Provide the highest quality pro-active support to Advisory staff relating to all aspects of Client contact, including responsibilities associated with the Reception function
  • Perform centralised administration functions, including XPlan account opening, data entry/data integrity checking and client report preparation
  • Provide operational assistance across the business
  • Observing and adhering to scheduled deadlines
  • Ability to follow company policies and procedures
  • Flexibility to provide backup and support to other roles

 

Ideally, the successful applicant will have the following skills & experience:

 

  • Confidence and interpersonal skills to work with a dedicated group of professionals
  • High level of accuracy and excellent attention to detail
  • Ability to work and complete tasks in a self-directed fashion
  • A high level of skill using the Microsoft Office suite of programs, particularly Excel
  • Database management, maintenance and data integrity
  • Excellent verbal and written communication skills
  • Previous financial services or administrative experience would be highly regarded
  • A strong desire and ability to learn quickly and work as part of a team
  • A high-achiever, with a passion for exceeding expectations

 

Benefits:

 

  • We offer development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate benefits

 

How to apply:

 

If you are confident and pro-active in your approach to your work, have the ability to work under pressure and are willing to accept responsibility for your role, then we are interested in talking with you.

 

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. 
 

Please note that applications from agencies will not be considered at this time.

Part of the IOOF group
Company description:

IOOF Holdings Limited is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services



Job description:

  • Outstanding career opportunity
  • Diverse and interesting work
  • Permanent full time position
  • Hobart CBD Location

 

An exciting opportunity exists for a self-motivated individual looking to join a leading wealth management, advice-led organisation. At Shadforth we use our size and scale to strengthen what we do for clients, through developing the best approach to delivering advice.  We have experience and expertise in working with clients to deliver greater peace of mind about their financial futures. With a national footprint, Shadforth has 15 offices and over 100 financial advisers and is a flagship retail brand within IOOF Holdings Ltd.

 

Our Hobart CBD office is currently seeking a Client Service Administrator to join the team on a full time permanent basis to provide reception and administrative support.

We are looking for someone who is extremely well organised, efficient, and client focused. The nature of our business is fast moving and dynamic so you will need to be flexible and able to deal effectively with changes in our business needs as they arise.

 

The key responsibilities of the role include:

 

  • Provide the highest quality pro-active support to Advisory staff relating to all aspects of Client contact, including responsibilities associated with the Reception function
  • Perform centralised administration functions, including XPlan account opening, data entry/data integrity checking and client report preparation
  • Provide operational assistance across the business
  • Observing and adhering to scheduled deadlines
  • Ability to follow company policies and procedures
  • Flexibility to provide backup and support to other roles

 

Ideally, the successful applicant will have the following skills & experience:

 

  • Confidence and interpersonal skills to work with a dedicated group of professionals
  • High level of accuracy and excellent attention to detail
  • Ability to work and complete tasks in a self-directed fashion
  • A high level of skill using the Microsoft Office suite of programs, particularly Excel
  • Database management, maintenance and data integrity
  • Excellent verbal and written communication skills
  • Previous financial services or administrative experience would be highly regarded
  • A strong desire and ability to learn quickly and work as part of a team
  • A high-achiever, with a passion for exceeding expectations

 

Benefits:

 

  • We offer development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate benefits

 

How to apply:

 

If you are confident and pro-active in your approach to your work, have the ability to work under pressure and are willing to accept responsibility for your role, then we are interested in talking with you.

 

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. 
 

Please note that applications from agencies will not be considered at this time.

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