Senior Client Services Administration - Financial Planning

The FirmThis established independent financial planning firm provides bespoke wealth management advice to its long-term, loyal client base. Located in lovely modern offices in the heart of South Yarra's vibrant shopping precinct, the team is delightful... professional, friendly and supportive, and you'll love the very real opportunity for career progression and the flexibility to work from home 2-3 days a week.The RoleAs the Senior Client Service Administrator (CSA), you'll provide administrative support to the niche team of experienced Financial Advisors, working closely with their high net worth clients. Organise and prepare for client meetings, liaise with clients to gather relevant information, liaise with Accountants, Lawyers and Stockbrokers, maintain client information on the database and assist in the implementation of advice and preparation of documents etc.ResponsibilitiesCoordinate pre and post review meetings with clientsPrepare files, documentation and checklists for client review meetingsProcess new and existing client application formsLiaise with Accountants, Lawyers and Stockbrokers to gather information as requiredAssist with the implementation of SOA'sProduce quarterly reports for upcoming client reviewsUpdate and maintain client information in CRB and Sharepoint (establish new files, record & update review dates etc)Mailbox collection/drop-offPlacing trades for client portfolios Ensuring compliance requirements are met and notedSkills and ExperienceThis is a fantastic opportunity for an experienced Client Services Administrator to join a supportive and professional firm that offers great flexibility and career progression. You'll need to have experience supporting Financial Advisors and be familiar with implementation of advice documentation etc, along with intermediate MS Office.If this sounds like you and you're looking to advance your skills within a professional, respected team, please forward your resume asap... we're keen to hear from you!
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