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The Christian leaders' marketplace for jobs, boards and more. About CMA Connect
Important disclaimer: CMA does not represent the organisations who place these listings, we do not guarantee that they are licensed or authorised to offer the positions, and we encourage readers to make their own inquiries to satisfy themselves that all is in order.
 

Client Services Officer

Saward Dawson - www.sawarddawson.com.au
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Client Services Officer

 

Saward Dawson is a medium sized Chartered Accounting and Wealth Advisory firm with a strong team culture that exists to service the needs of others.  We do this by employing great people who share a similar ethos and aspire to deliver excellence.  This enables our team of 65 plus staff to deliver services in the areas of audit & assurance, business advisory, wealth advisory, personal taxation and superannuation, as well as business, taxation and not-for-profit consulting.  Our wealth advisory services include retirement planning, superannuation strategies, SMSFs & investments.

 

An opportunity has arisen for a Client Services Officer to join our wealth advisory team within the financial advice area.  The position will see you working in a friendly, modern office environment in Blackburn, conveniently located close to the station.

 

Position Description

·       Provide a wide range of administrative duties within the wealth advisory team

·       Preparation of basic compliance documents

·       Preparation of client review documents

·       Assistance with client seminars and functions

·       Assisting with projects (ad hoc client or business projects)

 

Your Attributes

·       Be positive and team focused

·       Be honest and demonstrate integrity

·       Be self-motivated, proactive, enthusiastic and passionate about what you do

·       Have attention to detail and excellent time management skills

·       Have the ability to use initiative to resolve problems and suggest improvements to processes

·       Possess excellent communication skills (written and verbal) and have the ability to work as part of a team

·       Be experienced in MS Word and Excel and have general computer literacy and touch typing skills

·       Experience in use of X-Plan/Voyager software would be advantageous though not essential

 

Experience & Qualifications

This position is ideal for a person who has experience in administration in the Wealth Advisory – Financial Planning sector or who is interested in this area.  It would also suit a graduate who is interested in building a career in wealth advisory.

 

Work Hours

·       The position is full-time and available now

 

Applicants must have the right to work in Australia.

 

If you wish to apply for this position please email Jacki McLellan at recruit@sawarddawson.com.au with the following:

·       a letter of introduction with accompanying CV

·       a copy of your academic records

·       demonstration of how you share our ethos and vision

 

More information and the application process can be found at our website at http://www.sawarddawson.com.au/careers

 

 
The Listing
Area: Blackburn, VIC
Status: Full Time
Date: Not specified
Contact
Jacki McLellan
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Ansvar Insurance
CMA Premium Sponsor

Ansvar Insurance - www.ansvar.com.au

From our very first events in 2003, Ansvar Insurance have been CMA's premium sponsor, supporting our mission to Advance Ministry by maximising ministry effectiveness.

 
Gold Sponsors
CBM Australia Compassion Australia Prolegis Lawyers Baptist Insurance Services Lewis Holdway Lawyers
 
Silver Sponsor
Saward Dawson Chartered Accountants
 
National Sponsors
SIM Australia Triumph Communications Entrust Foundation Reventure Moores
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