Customer Service Officer

Details of the offer

WiZDOM Advisory provides a full range of financial advice. We are a local, privately owned firm operating under our own AFSL and pride ourselves on providing fee for service advice that's in the clients' best interest.
The Role We are a team of professionals who work collaboratively to ensure we always drive outstanding outcomes for our clients. As the Customer Service Officer, you will be supporting our Advisers with the delivery of high-quality service and the provision of professional and compliant advice to clients. In this role you will be completing research, preparing insurance quotes, assisting with the implementation of advice and helping manage ongoing service obligations. In addition, you will assist with answering phones, booking appointments, and general administration tasks as needed.
If you are a career administrator with sound experience and a passion for financial advice, this is a great opportunity to join us. This position is suited for a highly motivated person that has a strong work ethic, copes in an ever-changing environment, can work autonomously and as part of a close-knit team, has excellent attention to detail, can meet deadlines, and is ready to hit the ground running. This is an in office full-time role.
Role Requirements A "can do" attitude.3+ years' experience in the financial services industry.Experience with SMSF Set up and Personal Insurance quoting (preferable).Ability to implement advice effectively and efficiently.Solid working knowledge of the compliance requirements and the ongoing obligations when provisioning advice.Attention to detail whilst multi-tasking.WiZDOM Advisory is part of the WiZDOM Group of Companies who provide a range of professional services, including accounting, lending, and financial advice to assist clients with all their asset accumulation, protection, and management needs.
To apply for this role, click "Apply" and attach your resume and cover letter detailing your experience. Only suitable applicants will be contacted.
#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Talent2_Ppc

Job Function:

Requirements

Customer Service + Packing For Milk & Honey Wigs

**Company: Milk and Honey Wigs**   **Type: Part-Time (with potential to transition to Full-Time in 2025)** **Overview:**   Milk and Honey Wigs is seeking a r...


Milk & Honey Wigs - New South Wales

Published 8 days ago

Customer Service Officer/Administration Support Officer

We are currently seeking a customer service professional to join the team within the Narromine Local Aboriginal Land Council.  The role We are looking for t...


Narromine Local Aboriginal Land Council - New South Wales

Published 8 days ago

Accounts & Customer Service Team Member

Hoad Fabrics is a leading Wholesaler of furnishing fabrics and readymade window furnishings distributing to the Australian and New Zealand markets including ...


Grosvenor Fabrics Pty Ltd - New South Wales

Published 8 days ago

Cocktail Bartender | Cruise Bar

Our Vision.... A family of extraordinary people delivering extraordinary guest experiences This high-profile venue is positioned on Sydney Harbour at Circula...


C!Nc Hotels - New South Wales

Published 8 days ago

Built at: 2024-11-22T01:32:25.139Z