An exciting opportunity for a passionate Client Services Assistant to join our expanding Wealth Advisory team!
CAREers start here
At William Buck, we know that talent and growth go hand in hand and that selecting the right professional services organisation to develop your experience and skills is essential to setting up a successful and fulfilling career.
Want to be valued for what you can bring and where you want to go?
If you’re seeking the opportunities, you can’t find elsewhere and are ambitious for a career that brings both growth and opportunity, William Buck offers career paths as unique as you are.
Time to work where you matter.
Job Description
The Role
As a valued member of the team, your focus will be on high quality customer service and supporting the financial planning team across a number of areas.
First point of contact for incoming client calls and establishing client rapport
Supporting the Practice Manager and Partner
Assisting the Practice Manager on adhoc tasks and projects
Managing diary for the team and confirming meetings for Advisers
Liaising with clients and other valued third-party providers
Preparing and following up clients’ Initial and Annual Agreements, Invoices and Compliance documents
In charge of daily mail and recording the inflow and outflow in a register
Completing regular compliance checking of all files
Providing housekeeping and general office duties
Fostering a warm and welcoming environment to ensure the clients’ experience is positive, comfortable and aligns with William Buck’s values
Desired Skills and Experience
The Person
The Ideal candidate would demonstrate the following skills and attributes:
1-2 years’ experience working in financial planning roles
Current or past studies in financial planning favourable
High attention to detail
Excellent written and verbal communication skills
Responsibility, integrity and a professional outlook
A team focused attitude with a confident and friendly personality
Experience in managing a variety of tasks simultaneously despite changing priorities and requirements
Good client services skills and the ability to own your and manage your role and workload
Proven skills in Microsoft Office and Outlook
Why you’ll love being part of the William Buck team:
A competitive salary
An opportunity to progress your career with a stable and supportive firm
An opportunity to see your clients and colleagues appreciate and value your advice and assistance
Plus:
Excellent training, development and resources
Access to a range of great benefits including:
Flexible Working options - WFH, 9-day fortnight.
End of Trip Facilities
Breakfast Bar
Complimentary Employee Assistance Program available for you and immediate family members
Parental leave that supports you and your family as primary and secondary carers
Participation in William Buck Foundation activities
This is an excellent opportunity for a candidate who would like to gain strong experience and exposure to professional services procedures!
Please ensure all applications include:
A cover letter
Your resume detailing your education, any employment history and contact details
A copy of your university academic transcript
Is this the opportunity you've been looking for? If so, apply here! - https://williambuckqld.elmotalent.com.au/careers/williambuckqld/job/view/151
