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 Morgans Morgans 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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