Jobsearch - Position Vacant -
Client Relationship Officer/ Administration Assistant

A Mount Gambier Financial Services Business is seeking a motivated and client-focused Client Relationship Manager / Administration Assistant to join the friendly team in the Mount Gambier office as they continue to grow.

Duties will include:

• Providing administrative support to our financial planners;
• Liaising with clients and being available to assist with enquiries via phone and face to face;
• Answering questions and providing readily available information to clients;
• Physical and electronic filing and file maintenance;
• Data collection and input into computer systems;
• Being a welcoming first point of contact for clients, both in person and over the phone;
• Building and maintaining strong, long-term client relationships;
• Managing client enquiries and coordinating appointments;
• Preparing client correspondence, reports and meeting documentation;
• Ensuring a high level of confidentiality, accuracy and professionalism in all dealings.

Requirements:

• Outstanding written and verbal communication skills, including phone manner;
• Strong computer skills including the use of Microsoft Office suite of programs;
• The ability to problem solve and maintain a high attention to detail;
• Be open to constructive feedback and have a desire for continual improvement;
• Experience with XPLAN and other financial planning software is desired but not crucial;
• Personable, with the ability to build strong relationships with our clients;
• A positive outlook and an upbeat personality, as well as a willingness to contribute to our environment and culture;
• Enjoys working with people and building genuine client relationships;
• Is highly organised, proactive and has strong attention to detail;
• Has excellent time management skills and can manage competing priorities;
• Is confident using Microsoft Office and general computer systems;
• Can work independently while also contributing positively to a team;
• Demonstrates initiative, reliability and a positive attitude;
• Understands the importance of discretion and confidentiality.

Conditions:

• This is a Part-time position and will suit someone looking to further their career by gaining exposure to a growing Financial Services Business.