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April

Client Service Coordinator

UniSuper - Adelaide, SA

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

Full Job Description
General information
State
:
South Australia
Date
:
Thursday, April 8, 2021
Working time
:
Full time
Ref #
:
5656566592
Description & Requirements

About UniSuper

We’re the super fund for Australia’s thinkers, creators and investigators working in the higher education and research sector.

We’ve grown to be one of Australia’s largest super funds with more than 450,000 members and $90 billion in funds under management.

This opportunity sits within Financial Advice. This business unit of highly experienced professionals provides financial advice to support our members financial wellbeing. We would like to see our members have the best chance of having the retirement of their dreams!

This role has become available due to an internal promotion. We like to offer career opportunities to grow and develop.

The role

Work with purpose! You’re be contributing to exceptional service to our members employers and each other. The client services coordinator provides administrative support implementing written recommendations for financial advice plans. You will work closely with our 3 private client advisers in our Adelaide office.

Duties will include:
Coordination of diaries, monitoring schedules and booking meeting rooms
Supporting planner by completing appropriate documentation and required identification
In some instances, acting as a contact point for clients
Using Xplan to manage workflow and store information
Maintaining a high level of accuracy compliance and confidentiality

To be successful you will need to have a good understanding of the financial planning process. You may have completed your RG146 or a Diploma in financial planning or have previous experience working in the industry.

You’re be comfortable working with a wide range of people. Able to understand the sensitivity and confidentiality required with financial documentation. Always a professional, you will be good at building relationships. A high attention for detail is a must. You will need to have good level of skill and experience with MS office and any financial planning software exposure is an advantage but not essential.

What we offer

We are proud of the culture we're building at UniSuper and we have high employee engagement scores and strong employee tenure. Once a month the team leave the office early and enjoy time away from the office to get to know each other and relax.

You’ll work in a collaborative workplace where you will see our values truly come to life. We provide a great salary, 17% superannuation, bonus and ongoing training helping you invest in your career. We want great people with great skills that don't just want to work for us but want to stay with us.

If you feel inspired by what you’ve read, apply today!

We are not partnering with recruitment agencies and will not accept unsolicited resumes, please apply online