Financial Administration Officer
Join one of Australia's dynamic ASX-listed property groups, renowned for delivering exceptional investor returns through... more info
Client Service / Administration Officer - Financial Planning
Salary:
80.00 - 100.00
Posted:
27-02-2025
Category:
Operations Business Administration
Rockhampton,
Job Description
Add expected salary to your profile for insights You can stop scrolling now. You can’t go past this opportunity if you’re a Client Services Officer. You know life’s more than a job. So do we. But life’s better with a great job! So we’re opening up a position for a Client Services Officer with experience. Your responsibilities will involve: General office duties, correspondence and filing Liaising with clients and product providers Preparing clients reviews and documents Implementing client recommendations The successful applicant You will have previously worked within a similar Administration role and ideally have worked within a professional services environment. You will: have strong computer and literacy skills have experience with Office 365 (XPlan desirable) be a team player with a hardworking enthusiastic attitude work under pressure in a very busy environment be able to work unsupervised and have a jump right in attitude be able to multi task have a fantastic eye for detail be well presented be able to adapt to new challenges have good time management Still here? We offer: 9-day fortnight? Yes. Working from Home? Yes. Generous leave options? Yes. As industry leaders, we know a thing or two about building a meticulous reputation and technical expertise. But we’re also people minded. We enjoy problem-solving and analysis for our wide and varied client base. At Kennas Financial Services, working as part of a small team you’ll get to know a huge range of different industries, businesses and personal clients. They’ll look to you for friendly, accurate, timely and efficient service and a great eye for detail. What does the future look like for me at Kennas Financial Services? We won’t expect you to be perfect in your role. In fact, we encourage continuous learning. We recently celebrated our 36th Birthday. Kennas Financial Services is all about professional, caring financial services to regional Queensland. Look us up on social media, or online. From the earliest days we’ve built a reputation for staying at the leading edge - whether that’s using emerging technology to help us improve our services, or our modern staff retention strategies and focused professional development that can take you to the top. What are you waiting for? We’re looking forward to meeting you. Your initial contact is Katrina Dives, so send us what you’ve learned, who you are and where you’d like to go. How do your skills match this job? Your application will include the following questions: Which of the following statements best describes your right to work in Australia? How many years' experience do you have as an Administration Support Officer? Do you have customer service experience? #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 27-02-2025
Category: Operations Business Administration
Rockhampton,
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