Join to apply for the Client Services Representative role at E&P Financial Group
This is a part-time role (9:30am – 2:30pm, Monday - Friday).
The Company
E&P Financial Group (E&P) delivers financial services across wealth management, corporate advisory, institutional sales and trading, and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates, and institutions.
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
The Focus
As a provider of high-quality, market-leading financial advice for private clients, institutional clients, and corporates, we value long-term client partnerships, and our people are the cornerstone of those relationships. For E&P, the focus on your career and development is genuine, and our established structure supports the on-the-job learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The Role
As the first point of contact for our highly valued clients, you will be immaculately presented with excellent verbal and written communication skills, be motivated, driven, and have a can-do attitude. This role is perfect for an enthusiastic and proactive individual looking to gain valuable experience and build on your administrative skills. A typical day may include:
1. Client Reception & Meeting Support
o Prepare meeting rooms for client appointments
o Greet clients and offer refreshments
o Ensure meeting rooms are cleaned and reset after meetings
2. Office Administration
o Monitor and replenish stationery as needed
o Monitor and proactively restock kitchen supplies weekly
o Assist the Office Manager with event catering and preparation
o Answer incoming calls and direct them as required
o Monitor the shared mailbox and respond to inquiries
o Prepare and send outgoing mail daily
No previous experience is necessary, but we want you to be excited about the learning opportunities ahead of you.
Our Benefits
We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, a clothing allowance (specific to client services), and discounted services. We know our people work hard, so we have an active social calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients, and community seriously and as an equal opportunity employer, value inclusion and diversity.
Seniority level
Entry level
Employment type
Part-time
Job function
Accounting/Auditing, Administrative, and Finance
#J-18808-Ljbffr