Office Administrator/Client Services OfficerThe Morgans office of Toowoomba was established in 1988 and is operated by Chalk Capital. We are looking for an Office Administrator/Client Services Officer to join our Team.Our Ideal Candidate will have:The ability to conduct tasks with minimal supervisionStrong attention to detail and accuracyExcellent presentation with a positive and cheerful personalityExperience in Financial Planning idealResponsibilities include but are not limited to:General administrative support to Advisers and support staffNew client onboardingCommunication with third party organisationsAssisting with AFSL complianceManaging ongoing client reviewsThis is a full-time role with:Career progression opportunitiesDynamic Team EnvironmentAbove Award WageAbout MorgansMorgans is Australia’s largest national full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity. For more information, visit www.morgans.com.au.Yes, I want to apply!If you are interested in this role and would like to join the Morgans team, please submit your resume and cover letter by clicking “Apply” for this job.
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