Client Services Administrator at Grow My Team | Torre
Client Services Administrator
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Grow My Team

Client Services Administrator

Grow My Team
Posted by
Maree Joi Magbojos Paras
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Freelance
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Posted over 5 years ago

Requirements and responsibilities

• A Day in the Life • The ideal candidate should have excellent admin skills, above average client communication skills, and has an in-depth understanding of the financial planning industry. The candidate should be comfortable communicating with clients via phone and email. • Client administration (forms, setup of accounts, change of address, investments, cash flow, super where applicable) • Responding to member queries • Management of internal administration systems, including setup of new members, file notes, and keeping member data up to date (software, trackers, etc) • Database management • Follow-ups with providers during implementation • Answer the phones, book meetings and manage general inquiries received • Requirements include: • Noise-canceling headset • High speed and reliable internet • Updated PC or laptop running Windows 10/8 or Mac OS • A quiet and comfortable workspace • Minimum Internet speed of 10Mbps • Digitally savvy and a tech enthusiast, willing to try and learn new platforms • A backup Internet connection and computer • At least 3 professional references (including written testimonials from most recent managers/supervisors) who are not colleagues, friends or family members • Government-issued ID • Police clearance or certification • Amenable to use a time tracking tool while working • Amenable to taking proficiency tests and client task
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