Our client is a successful and well-established professional services firm that specializes in accounting and financial advice, located on Brisbane's city fringe.An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and welcoming team, working alongside other CSOs, supporting two Financial Advisers.Benefits:Comprehensive advice firm - be exposed to all areas of financial adviceWelcoming, supportive team culture with good staff tenureWork closely with DirectorsWork from home flexibility (up to two days per week)Flexible hoursTasks and Responsibilities:Provide full support to the Directors/AdvisersHandle compliance processes - FDS and annual agreementsClient meeting preparationFull implementation of advice including trading investments through platformsManaging the client database (Xplan)Follow up with clients/product providersAd-hoc administration duties and assist with client queriesOpportunity to be involved with projectsAbout You:2+ years previous experience in a CSO/financial planning support positionExperience using XplanExperience using HUB24, CFS Wrap, Netwealth platformsFamiliar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planningExperience with ongoing fee agreement processesPrevious experience completing implementation of advice including trading investmentsSalary is flexible depending on experience, circa $70,000 - $75,000 + super.How to Apply:If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au.If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
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