Licensee Support Assistant
Vor 3 Tagen
A new vacancy is now available to join the fastest growing team at Akambo Financial Group.
The Licensee Support role is a key and pivotal part of our very unique servicing offering that we provide to our 30 existing financial planning practices and 50+ financial planners from all around Australia, at no extra cost.The role will be an entry level position providing administration, compliance and licensing support to all our existing financial planning practices that enables them to grow and scale their own financial planning businesses faster, by allowing our financial planners to have more time to spend working with new and existing clients, instead of getting 'bogged down' on day to day administrative and compliance functions.
Key ResponsibilitiesIncludes preparation of annual review meetings and 'client packs' including Fact Finds, Fee Disclosure Statements (FDS) and Fee consent, processing of ad-hoc and regular withdrawals/pension payments and client service support for any specific advice related requests and with finalising client review meetings to ensure all servicing obligations have been met.Skills* Previous administration and/or customer support service experience is important and also enjoy working in a team* Preferably have used Xplan (IRESS) however on the job training is available* Be able to act in a professional manner and take responsibility for work performed, ensuring it is 100% accurate and completed to a high standard.
Qualifications* Strong attention to detail, written communication and time management skills* Excellent workflow management and ability to work independently (if working remotely from home).
* Looking for a career in financial services industryPlease contact David Pitt via email at or mobile 0414589780 for further information.
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