Client relations officer
vor 3 Wochen
We are a leading financial planning business dedicated to helping individuals achieve their financial goals. We provide comprehensive financial solutions and personalised advice to our valued clients. We are looking for a motivated & detail-oriented individual to take on a key role in building and nurturing client relationships, implementing tailored financial plans, and providing an exceptional client experience. If you are excited about the opportunity to join our team as client relations officer, please apply via Seek at your earliest convenience as we will begin the interviewing process immediately. Alternatively, you may submit your resume and cover letter highlighting your relevant experience to ****@consortiumpw.com.au. What we’re looking for Excellent communication skills, both written and oral A positive attitude with a growth mindset Strong time management skills and ability to prioritise Fluent in Microsoft office products High attention to detail Prior experience working in financial services (Finance/Insurance) & administration. Your key responsibilities Answering and directing incoming phone calls Client implementation duties; including but not limited to: Establish new Superannuation accounts (including SMSF), process rollovers/contributions/withdrawals, investment switches, update death nominations Trading shares within Superannuation and Non-Superannuaiton structures Insurance quoting, applications, alterations, and overdue premium management Centrelink applications, updating asset and income amounts Perform accurate filing and data entry Assist with Self-managed Super Fund & Investment Portfolio audit checks CRM management and updating Ensure compliance with organisational policies and procedures What we can offer you We believe in creating a work environment that fits into your life. Life can be as busy as it is rewarding, and we allow flexible working hours to balance your personal and work commitments. Events: We organise a range of activities and events from informal work lunches/social events to formal functions including EOFY & Christmas events/trips. Supportive Team: We foster an inclusive and positive work environment, believing that work should be a rewarding and enjoyable part of life. We also support personal endeavours external to the workplace, including travel or personal goals. Community Volunteering: We are supportive of volunteering one hour per month, providing community organisations with valuable assistance. Growth & Development: We offer continuous training and opportunities for you to grow both professionally and personally. Creativity & Input: Your creative and innovative ideas are encouraged casually and formally via our internal committees, dedicated to improving our business and client experience. We support nutritious snacks and replenish the fruit station weekly in the office. All new employees will participate in regular reviews, where we will provide feedback and also encourage you to share feedback with us to ensure we give you the best opportunity to thrive. #J-18808-Ljbffr
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Flexible Client Relations
vor 3 Wochen
Horsham, Österreich Consortium Private Wealth VollzeitA financial planning business in Victoria, Australia is seeking a detail-oriented client relations officer. The role involves building client relationships, implementing financial plans, and ensuring an exceptional client experience. Candidates should possess excellent communication skills and prior experience in financial services. This position offers...
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Administration Officer
vor 1 Woche
Horsham, Österreich AGT Food and Ingredients VollzeitAdministration Officer - Two Positions - Horsham, VIC, Australia AGT Foods Australia isseeking a suitable candidate to fill two full-time Administration Officer roles at our Horsham facility. Administration Officer - Grain Buying The successful candidate will be responsible for assisting with developing and maintaining existing and new grower relations....
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Cultural Practices
vor 3 Wochen
Horsham, Österreich Barengi Gadjin Land Council Aboriginal Corporation RNTBC VollzeitCultural Practices & Biodiversity Officer (Identified) This is a designated position established as a special measure under Section 12 of the Equal Opportunity Act 2010. Only Aboriginal and/or Torres Strait Islander people are eligible to apply. Barengi Gadjin Land Council Aboriginal Corporation RNTBC – Horsham VIC Position Summary The Cultural Practices &...
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Cultural Practices
vor 4 Wochen
Horsham, Österreich Barengi Gadjin Land Council Aboriginal Corporation RNTBC VollzeitCultural Practices & Biodiversity Officer Barengi Gadjin Land Council Aboriginal Corporation RNTBC Location: Horsham and surrounds, VIC Salary etc: $80,000 - $100,000 p.a. This is a designated position established as a special measure under Section 12 of the Equal Opportunity Act 2010. Only Aboriginal and/or Torres Strait Islander people are eligible to...
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Senior Media
vor 3 Wochen
Horsham, Österreich Horsham Rural City Council VollzeitMake a Difference in Your Community Are you a skilled communicator with a passion for public service Horsham Rural City Council is seeking a dynamic and experienced Senior Media and Communications Officer to lead our strategic communications and media engagement. This is a unique opportunity to help shape how Council connects with our community stakeholders...
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Horsham, Österreich Guardian Jobs VollzeitClient Relationship Executive, GET STAFFED ONLINE RECRUITMENT LIMITED Join to apply for the Client Relationship Executive, GET STAFFED ONLINE RECRUITMENT LIMITED role at Guardian Jobs 2 days ago Be among the first 25 applicants Starting salary: £30,000 per year, plus a yearly bonus based on company performance. Hours: Monday to Friday, 9:00 am - 5:00 pm...
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Senior Media
vor 3 Wochen
Horsham, Österreich Horsham Rural City Council VollzeitA local government authority in Horsham is seeking a Senior Media and Communications Officer to lead strategic communications and media engagement. Candidates with strong writing skills and media relations experience, preferably within the public sector, are encouraged to apply. The role involves developing communication strategies, managing media relations,...
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Field Officer
vor 2 Wochen
Horsham, Österreich Corrections Victoria VollzeitCasual position based in Horsham Enjoy a variety of field work and office-based work Earn a competitive $44.18 per hour plus weekend penalty rates Do you have great communication skills and want to be a role model to people hoping for a second chance? If you want to make time to help people get their lives back on track, read on. Who are we? Community Work...
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Field Officer: Community Impact
Vor 6 Tagen
Horsham, Österreich Corrections Victoria VollzeitA community support organisation in Horsham is searching for a dedicated Field Officer. This role involves supervising clients engaged in community work tasks and ensuring their safety while promoting rehabilitation. Strong communication and conflict management skills are essential for success. Weekend availability is mandatory as the work operates seven...
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Field Officer: Community Impact
vor 2 Wochen
Horsham, Österreich Corrections Victoria VollzeitA community support organisation in Horsham is seeking a dedicated Field Officer. This role involves supervising clients performing community work tasks and ensuring their safety while fostering rehabilitation. Strong communication, conflict management skills, and a valid driver’s licence are essential. Weekend availability is mandatory as the work...
