Relationship Manager Oran Park
On-site · Australia
Core
Provide exceptional client service and efficient administration to support financial advisers and clients at the Oran Park office.
Role type
Administration Assistant
Builds
Client experience and office operations for Ironbark Financial Group
Domain
Financial Planning / Administration
Deliverable
dashboards & analysis
Required skills
Client service, administration, scheduling, database management, office operations
Responsibilities
Greet clients and provide refreshments, manage client meeting bookings and calendar coordination, maintain client management database and account records, handle office supplies and mailing, ensure compliance in administrative tasks