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May

Administration / Customer Service Role

Kirkman's Financial Solutions - Dubbo, NSW

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Source: uWorkin

JOB DESCRIPTION

About us

Kirkman's Financial Planning is a well established business operating in Macquarie St Dubbo. We provide quality Financial Planning Services to an established client base. As an employee you will enjoy working in a professional organisation that provides an important service to our clients. Over time you will be an integral part of our business and connect to many wonderful long term and loyal clients.

Qualifications & experience

Experienced in Secretarial / Administration / Customer Service Roles
Prior Experience in Financial Planning Role will be favourably considered but not an essential requirement
Prior Experience in dealing with Centrelink especially Age Pension Benefit will be favourably considered but not an essential requirement

Tasks & responsibilities

Data Entry
Inbound & Outbound Calls
Preparing Correspondence
Preparing Client Appointments
Implementation of Advice
Office Duties

$56,000 per annum + super

Job Type: Full-time