Cso - Act

Are you looking to join a business with a fantastic culture?

They are going through an extensive growth period and are open to supporting career development or further training.

This company offers a comprehensive training and development program and is a large business with multiple offices across Australia.

They prioritize work-life balance, with some work-from-home options after the probation period.

Operating for over 30 years, they have a high-performing team with a strong culture that encourages self-improvement and career progression within financial services.

Some staff members have advanced from CSO roles to become Senior CSMs, Paraplanners, Associates, or successful Advisers.

We are currently recruiting a CSO / CSM to support a Senior Financial Advisor. All experience levels are welcome, from 2 to 20+ years. About the role : Main point of contact for clients and arranging meetingsSupporting client reviews and meeting preparationsCompleting documentation for SOA implementationsPreparing portfolios and reportsAssisting advisers with research as neededAbout you : 2 to 20+ years' experience in Financial ServicesStrong organizational and multitasking skillsHigh attention to detailExcellent administrative and computer skillsHow do your skills match this job?Sign in and update your profile to gain insights.

Your application will include questions such as :

Which statement best describes your right to work in Australia?If applicable, include any relevant details if you report this ad as fraudulent, misleading, or discriminatory.

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