Office Administrator/Client Services Officer
The 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 supervision
* Strong attention to detail and accuracy
* Excellent presentation with a positive and cheerful personality
* Experience in Financial Planning ideal
Responsibilities include but are not limited to:
* General administrative support to Advisers and support staff
* New client onboarding
* Communication with third party organisations
* Assisting with AFSL compliance
* Managing ongoing client reviews
This is a full-time role with:
* Career progression opportunities
* Dynamic Team Environment
* Above Award Wage
About 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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