Client Services Administrator - Morgan Philips Group Sa

Client Services Administrator - Morgan Philips Group Sa
Company:

Morgan Philips Group Sa


Place:

Victoria


Area:

Secretary

Client Services Administrator - Morgan Philips Group Sa

Details of the offer

LocationWork type:Experienced Client Services Administrators required
3+ years experience in financial services
Reputable company
Our client is a successful financial services company that provide services ranging from stock broking to corporate finance and wealth management. They are experiencing a growth in business and are currently sourcing a diligent and professional Client Services Coordinator with exceptional client facing skills.
Your duties will include but not be limited to:Provide High Level Admin and secretarial support to a team of Financial Planners/Advisers and carry out duties such as; compiling and disseminating work, managing workflow, client liaison, preparation of fees
Provide PA support to allocated senior staff including diary management, meeting preparation, travel, correspondence and document preparation, etc.
Point of Contact for all clients assigned to your team providing exceptional customer service, product and service support and general administration requirements
Daily banking
Extensive diary management
Organising Domestic and International travel
Event organisation
Responsible for all boardroom activities
Document/presentation preparation
Co-ordinating correspondence
As an applying candidate, you will possess;At least 3 years' experience as an Admin or Personal Assistant (previous experience in financial or legal environments advantageous but not essential)
The ability to work with a high level of autonomy
High level of business communication skills, both written and verbal
Strong attention to detail and accuracy
A positive and professional work ethic
The ability to liaise with clients, internal staff, investors and other key stakeholders
A professional and positive work attitude
XPLAN experience (advantageous but not beneficial)
For a confidential discussion regarding this role, please e**********


Source: Neuvoo3_Ppc


Area:

  • Administrative - Office / Secretary

Requirements

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