client Service officerSMSF Paraplanners Inc.

CLIENT SERVICE OFFICER
 
Job Qualifications:
Preferably a College Graduate with experience in research and in creating documents
Preferably with working experience in a related field
ABSOLUTE Attention to details
Excellent Communication Skills
Ability to work independently and meet target submission/due dates
Excellent Time Management Skills
Intermediate to Proficient Skill Level in: MS Outlook, Excel, Word and PowerPoint
Key Responsibilities & Duties:
Be proactive within the organisation and look for opportunities to increase efficiency across the business through Game of Inches
Work with your assigned client as a professional representative of SMSF Paraplanners
Set up client files
Collect data accurately on behalf of our clients- this may include phoning, investigating online and completing various spreadsheets or forms
Complete comparisons for products such as superannuation, investment and insurance policies
Prepare forms, documents and templates with complete accuracy
Prepare client reports
Data input
Maintaining client database through required software
Build solid relationships with each Client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, more efficient ways etc)
Other Adhoc tasks:
From time to time we may also ask you to assist with other tasks which may include:
Assisting the management team with administrative tasks
Assisting the Paraplanners with research as required
What we expect from you:
To come to work Monday - Friday
To want to learn more everyday
To take pride in your work
To be the best version of yourself you can be
To grow in yourself, to grow in the company
To believe and contribute to our values - Teamwork, Integrity, Excellence and Spirited
To have fun!
What you can expect from us:
Support to grow; support to be challenged and support to learn
Whilst we all work hard we also have a lot of fun along the way
Be offered a competitive salary
For more information about our company, visit our website: http://smsfparaplanners.com.au

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