Client Service Officer

Full Time Employment (office-based role)

• Office located at Spring Hill
• 8.5 hour days (inc 1 hour lunch)
• DUTIES & RESPONSIBILITIES

The Client Services Administrator is responsible for the maintenance of our premium service investment portfolios and assisting with the administration of Self-Managed Super Funds (SMSF) within the service.

Duties and responsibilities include, but are not limited to :

We are looking for an individual who will take ownership of their role, possesses excellent organisational abilities and shows initiative. They will be required to work both autonomously & within a team environment, so exceptional verbal & written communication skills, client relationship skills and the ability to multi-task and prioritise tasks are essential. Prior experience in financial services administration is advantageous given the scope of work you will be learning in a short period of time, but not required.

With a history of success spanning 85 years, Burrell Stockbroking provides specialist stockbroking & wealth management advice to private clients in the busy finance sector. We pride ourselves on involving staff at all levels of the business and offer rewards for effort and a supportive, professional team environment. We are now seeking an exceptionally organised, efficient and adaptive individual to join our Premium Portfolio Service team.

Work in a supportive team and business environment including end of month and end of quarter social events, plus a yearly awards evening.

Supplemental pay types :

Work Authorisation :

Work Location : In person