Mulcahy & Co as part of the Mulcahy group provide Accounting, Financial Planning, Legal, Lending and Marketing services to a large client base. With offices located in Ballarat, Ararat, Mildura and the Sunshine Coast.
With continued growth in our Financial Planning division our Melbourne office is seeking an experienced and motivated Customer Service Manager to join our team. Our business offers an excellent opportunity for an ambitious person who is either looking for a career in Administration or wanting to progress and become a Financial Planner.
To apply for this role, please attach a covering letter and your resume:
The right candidate will be responsible for providing support to our Financial Planners:
Meet and exceed individual KPI's.
Executing Financial Planning recommendations including processing new applications, data entry and monitoring the progress of applications.
Answering calls/emails from clients, insurance companies and fund managers.
Producing client reports, forms, meeting documentation and general correspondence.
Attendance at client initial and review meetings and preparation prior to these appointments.
Following business and client servicing processes.
Maintain compliance and adherence to Best Interest Duty obligations on behalf of advisers
To be successful in the role your will need:
Minimum 2 years experience in a similar role within the financial planning industry preferred.
Completion of Diploma of Financial Planning or Advanced Diploma of Financial Planning or other equivalent education preferred.
Excellent organisational and communication skills both written and verbal.
High Attention to detail.
Be motivated by administrative duties and financial information processing.
Jump at the chance to help others.
The confidence to ask questions.
Are you ready for an exciting new challenge as part of a high performing team?
To apply, please submit your cover letter and résumé or for a confidential discussion, please contact Tasia Hull on email@example.com or 03 5330 7200 *Previous Applicants need not apply
For more information about any of our services or to speak to one of our qualified experts, please fill out the form and we'll get back to you as soon as we can. Don't forget, you can also find us on our social media channels below.
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Mulcahy & Co acknowledges the traditional owners of the lands where we conduct our business and pays its respects to ancestors and elders past, present and emerging.
Meet the Team
Australian Financial Services Licence No. 340094
Mulcahy & Co Financial Services Pty Ltd is a credit representative (397076) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)
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