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Embrace Wealth (Ascot Vale, VIC), Melbourne, Australia

The team at Embrace Wealth are passionate about educating clients to make well-informed decisions, so they can enjoy life without the burden of financial worry. They listen and help people to develop and articulate their goals whilst learning about what’s important to them and their families.

With extensive knowledge including self-managed super funds, investments to generate passive income, superannuation, insurance and sensible debt planning, they really do have all bases covered. Embrace Wealth partners with accountants, lawyers and debt specialists to ensure clients have a trusted personal advisory board who understand their goals and work collaboratively towards helping them achieve them.

About the role

A new role for a Client Service Officer / Front of House / Social Media & Marketing has opened up for our new office in Ascot Vale. Would suit Uni Student seeking Part-Time work. Role will be situation at Front of House, but also involve providing implementation support to the advice team, along with some social media and marketing such as creating contents, organising client events, etc.

Key responsibilities include greeting and acting as the first point of contact for clients (answering phones and reception duties, booking and coordinating appointments, administrative duties in running the office, filing) as well as client service responsibilities including database management, supporting Financial Advisers and Associates and implementation support, and social media and marketing tasks.

A genuine opportunity for a foot in the door to an awesome team with great culture and passion for financial advice exists for the right candidate, or simply to put what you're learning into action while you study at Uni.

Skills and experience

Marketing and/or Finance Students, no genuine interest in career progression necessarily required, people skills and a desire to succeed and have fun along the way imperative.