Financial Planning Administrator
Morrows Private Wealth
The role will involve
Managing workflow and correspondence, prioritising tasks and filtering action items as they arise
Preparing client documents for financial planning (application forms, investment administration forms, etc)
Proactive maintenance of our client databases to improve data integrity
Liaising with clients and third parties via phone and email
General admin including collation of client documents, scanning, printing, filing and mail management
Working within and supporting the Private Wealth Team
Working across the wider client service group on projects and initiatives
Morrows are a growing organisation with a multi-disciplinary approach to servicing clients. Our people are passionate about being the best in everything they do and motivating clients to achieve their lifetime goals.
An exciting opportunity has become available for an experienced administration professional to join our Financial Planning and Wealth division as a Client Service Coordinator. In this diverse role you will provide support to a team of financial advisers and paraplanners.
What is on offer
Morrows strive to foster a culture that recognises and rewards contributions, high performance, and client wins, but we also care about living our values, and things beyond your job. With a family friendly yet professional culture, you will have access to a range of employee benefits including flexible work practices, the option to purchase additional annual leave, access to in-house specialty services, and more through our Employee Value Proposition.
The many team events, social clubs, committees and firm wide celebrations ensure there is always an option to get to know your colleagues, both within and outside of the office.
If this sounds like the role for you, please apply now to the People and Culture team and include an up-to-date CV and cover letter outlining your experience.
What you will need to succeed
Minimum 2 years of experience in an administration role, ideally with exposure to financial planning
Strong organisational skills and attention to detail
Excellent communication, both written and verbal
Experience liaising with external and internal stakeholders regarding client matters and issues
Have the ability to juggle multiple priorities and take initiative
Strong Microsoft Office Skills
Experience using Xplan and / or Salesforce would be advantageous