Findex podjetjem in posameznikom zagotavlja finančne storitve ter svetovalno podporo, pri čemer ima strokovno znanje na področjih računovodstva, davkov in poslovnega svetovanja. Njegovo delo temelji na praktičnih finančnih nasvetih, strategijah, prilagojenih potrebam strank, in strokovnem vodenju, ki strankam pomaga izboljšati razumevanje financ ter si prizadevati za doseganje poslovnih ali osebnih ciljev. Iskalci zaposlitve, ki raziskujejo priložnosti pri podjetju Findex, lahko najdejo delovna mesta, povezana s strokovnimi storitvami, svetovanjem strankam in finančnim svetovanjem.
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.
Opis
- 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
Zahteve
- 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
Ugodnosti
- 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