Findex oferă servicii financiare și sprijin de consultanță companiilor și persoanelor fizice, având expertiză în contabilitate, fiscalitate și consultanță de afaceri. Activitatea sa se concentrează pe sfaturi financiare practice, strategii adaptate și îndrumare de specialitate, concepute pentru a-i ajuta pe clienți să-și îmbunătățească înțelegerea aspectelor financiare și să lucreze pentru atingerea obiectivelor lor profesionale sau personale. Persoanele care caută oportunități de angajare la Findex pot găsi roluri asociate cu servicii profesionale, consultanță pentru clienți și consultanță financiară.
Senior Client Services Officer – Brisbane Hybrid
Support client onboarding, investment administration and advice implementation at Findex. This senior role is based in Brisbane with hybrid working.
Descriere
- Support onboarding for new client accounts
- Prepare and implement advice documents
- Maintain accurate, up-to-date client information
- Review asset transfers
- Process investment purchases and sales
- Manage withdrawals and contributions
- Liaise directly with financial institutions
- Collaborate with Advisers, Partners, Client Services and Corporate teams
- Complete work on time and to the required standard
Cerințe
- Experience in client services within financial planning
- Experience using investment platforms
- Experience implementing client advice
- Commitment to providing strong experiences for clients and stakeholders
- Team-oriented approach and willingness to continue learning and developing
Beneficii
- A nine-day fortnight, with every second Friday off
- Full training and a dedicated buddy to support your onboarding
- Career development support
- Hybrid working arrangement
- Options to purchase leave
- Employee Assistance Program
- Structured training and development
- Additional support for relevant external studies
- Equal opportunity and inclusive workplace