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SMSF Paraplanners Inc.

Client Service Officer

SMSF Paraplanners Inc.

Ayala Center Cebu Tower (ACCT; beside Ayala Mall), Cebu Business Park, Cebu City, Cebu
Total vacancies for this job title : 3
Posted on : March 12, 2020
Job ID : 359420


Job Qualifications:
  • Preferably a College Graduate with experience in research and in creating documents
  • Preferably with working experience in a related field
  • ABSOLUTE Attention to details
  • Excellent Communication Skills
  • Ability to work independently and meet target submission/due dates
  • Excellent Time Management Skills
  • Intermediate to Proficient Skill Level in: MS Outlook, Excel, Word and PowerPoint
Key Responsibilities & Duties:
  • Be proactive within the organisation and look for opportunities to increase efficiency across the business through Game of Inches
  • Work with your assigned client as a professional representative of SMSF Paraplanners
  • Set up client files
  • Collect data accurately on behalf of our clients- this may include phoning, investigating online and completing various spreadsheets or forms
  • Complete comparisons for products such as superannuation, investment and insurance policies
  • Prepare forms, documents and templates with complete accuracy
  • Prepare client reports
  • Data input
  • Maintaining client database through required software
  • Build solid relationships with each Client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, more efficient ways etc)
Other Adhoc tasks:
  • From time to time we may also ask you to assist with other tasks which may include:
    • Assisting the management team with administrative tasks
    • Assisting the Paraplanners with research as required
What we expect from you:
  • To come to work Monday - Friday
  • To want to learn more everyday
  • To take pride in your work
  • To be the best version of yourself you can be
  • To grow in yourself, to grow in the company
  • To believe and contribute to our values - Teamwork, Integrity, Excellence and Spirited
  • To have fun!
What you can expect from us:
  • Support to grow; support to be challenged and support to learn
  • Whilst we all work hard we also have a lot of fun along the way
  • Be offered a competitive salary
For more information about our company, visit our website:

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