Client Services Assistant (Wealth Planning) — Dalby

Looking for a career in Wealth Planning? Client Services Assistant role based in Dalby QLD Key points

• We are seeking an entry-level candidate to join our Wealth Planning team in our Dalby office
• This role would suit an Administrator with limited financial services experience
• On-the-job learning whilst developing the in-depth knowledge needed to progress through your career.

Kickstart your career in Financial Planning Carrick Aland is a nationally award-winning, locally owned financial services group of companies with a multi-disciplined team of highly qualified personnel and offices in Dalby, Toowoomba, and Chinchilla. You will be joining a team that is fully focused on delivering client service excellence, whilst enjoying all the benefits of using leading-edge cloud-based technology and a modern, paperless environment. Key responsibilities:

• Assist other staff and Financial Advisers to provide high-quality ongoing service to clients
• Providing strong client service
• Providing accurate and timely data entry
• Assist in the preparation and completion of client reports and advice documents as required
• Liaising with and taking calls/emails from clients and product providers
• Project work when required, including preparing for seminars, or planning advisers’ client road trips
• Ensuring the client services system is developed to ensure that a first-class service is provided to a diverse range of clients.

From day one you can draw upon an extensive network of support, including co-workers, mentors and Directors. We are all here to help you to settle in and to find the best ways to meet the challenges of your new role. Qualifications: Previous experience in a Financial Services Organisation is preferred; however, applicants with administration or banking experience or just a passion for finance are encouraged to apply. The ideal candidate will possess:

• Sound knowledge of X-Plan software
• Strong IT skills with the ability to quickly learn new programs and platforms
• High attention to detail, strong organisational and time management skills
• Written and verbal communication skills
• Can-do attitude and willingness to learn.

To be considered for this role, you must be based in and eligible to be employed in Australia and available for an interview. In your application, you must include:

• Your cover letter telling us why you want to work for Carrick Aland Wealth Planning
• A current resume addressing the above selection criteria.

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