Administration & Client Services

Company Overview:

Reilly Financial is a respected financial services and investment advisory firm committed to delivering exceptional service to clients nationwide. With offices in Perth and Melbourne, we offer comprehensive financial solutions tailored to individual needs.

Position:

We are currently seeking a dynamic and self-motivated individual to join us as an Administration & Client Service Officer.

Opportunities:

• Comprehensive Training: Access thorough training and ongoing support to excel in your role.
• Career Growth: Explore various avenues for career advancement and professional development
• Collaborative Culture: Join a supportive team that prioritises teamwork, integrity, and excellence.

Responsibilities:

• Serve as the primary point of contact for client inquiries via phone calls and emails.
• Provide exceptional customer service by assisting clients with their queries.
• Handle the preparation and submission of financial product applications.
• Coordinate communication with financial product providers and stakeholders.
• Support both the administration and client service teams.
• Assist in managing calendars effectively.

Skills & Experience:

• Previous experience in administration and customer service is essential.
• Possess a strong team orientation and a positive mindset.
• Demonstrate initiative and problem-solving skills.
• Exhibit excellent customer service, communication, and organisational abilities.
• Ability to efficiently manage multiple tasks and meet deadlines.
• Display a strong work ethic and a sense of accountability.