Required Financial Services Hiring for Client Services Officer at Melbourne, Victoria, Australia Full Time

REQUIRED FINANCIAL SERVICES PTY LTD                                                          

POSITION DESCRIPTION

Position Title: Client Services Administrator

Salary Range: $68K – $72K + Super.

Department: Financial Planning

s to: Directors                              

Date: July 2023

Form of Employment: Full Time

Company: 11-50 employees

About Us

Required Financial Services has been helping individuals manage their finances with care and integrity since 1991. We believe that everyone deserves personalised financial advice and solutions that meet their unique needs. That is why we tailor our services to each client and their goals. 

Whether it is developing a retirement plan, managing investments, or providing insurance and mortgage advice, our team of eleven highly experienced professionals is here to help our 250+ clients thrive.

At Required Financial Services, we are committed to ensuring that each client reaches or exceeds their financial objectives. With 32 years of experience, we are confident in our ability to provide the best possible advice and solutions to our clients. 

About the Role

The position is to assist the Financial Planners and Paraplanners in all functions and aspects associated with establishing, processing, and maintaining business in the areas of Financial Planning. These functions include clerical, administrative and compliance responsibilities.

Key responsibilities

To achieve peak efficiency at Required, the following duties are essential as a Client Administration Officer. Other duties may be assigned from time to time.

Financial Planning

• Provide administrative support to Adviser and Paraplanners.

• Create all advice tasks and liaise with Adviser and Paraplanners to ensure all advice recommendations and strategies are implemented.

• Complete and process applications, investments transactions and other ad-hoc administrative paperwork.

• Liaise with clients, fund managers, insurers, accountants, and stockbrokers.

• Director calendar management – arranging client meetings, interviews, and appointments.

• Compile information for Tax Accountants to assist with completion of clients’ tax returns.

• Liaise with retail and industry super funds for up-to-date information on client’s existing superannuation accounts and to follow up on super rollovers and contributions.

• Prepare and maintain client files and ensure documentations have been duly scanned, filed, and meet the compliance requirements.

• Record and regularly update Client data, investment, and insurance information on Xplan.

• Format and send all Quarterly Portfolio Valuation s.

• First point of contact – receive and screen calls and try to attend to client questions. 

• Compile and send all client Annual Review s prior to meeting.

• Complete Ad Hoc Portfolio and Performance s

• Assist with insurance applications and claims.

• General office administration and ad hoc tasks.

• Attend to phone calls.

• Maintains a commitment to the company vision, mission, and practice of the organization.

• Assisting in coordinating and supporting outsourcing team.

Self-Managed Superannuation Funds (SMSF) 

• Basic knowledge of Self-Managed Superannuation Funds (SMSF).

• Assisting with the preparation of SMSF minutes and ongoing compliance documents.

• Assisting with the establishment of SMSF and Companies.

• Prepare and update SMSF superannuation contribution and pension payment s. 

• Creating financial year tax packs for the accounting practices who manage our SMSF clients.

• Assisting with accounting inquiries and sending completed SMSF financial statements and tax returns to our clients. 

Must Have

The requirements listed below are representative of the knowledge, skill and/or ability required.

• A minimum of 2 years of financial planning experience in a similar role.

• High level of accuracy and attention to detail, a friendly phone manner and strong organisational skills.

• Microsoft Office Suite experience.

• Excellent verbal and written communication.

• Highly organised and process orientated. Be able to organise others is required.

• Flexibility and adaptability.

• Self-Motivation with interpersonal skills and be able to work unsupervised.

• A can-do attitude and team player mentality.

Qualifications / requirements

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 

• Further to the above, some exposure to fund manager platforms such as BT Panorama, Asgard, IOOF and MLC along with use and sound knowledge of Xplan.

• Must have or be in the process of completing the Diploma of Financial Planning

Values

When you join Required Financial Services you will be joining a ‘family’; a workplace that is diverse, empowering, and supportive. We value strong and passionate team players who act with honesty, integrity and who inspire others to be their best. In return you will be part of an organisation that supports the careers of all employees and provides opportunities to develop into the leaders of tomorrow.

How To Apply

Apply directly online through LINKEDIN or our email: nataliat@required.com.au