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E&P Financial Group

Client Services Representative – 4 Month Contract

Melbourne, Victoria, Australia · On-site

Entry level

The Company E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provi…

Skills: Verbal Communication, Written Communication, Administrative Skills, Client Relations, Reception Management

Client Services Representative – 4 Month Contract

E&P Financial Group

Melbourne, Victoria, Australia • On-site

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Entry level

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  • Full-time, Temporary
  • high school
  • Daily Breakfast Options, Purchased Annual Leave, Regular Wellness Initiatives, Social And Sporting Calendar
  • Posted 9d ago
  • ~40 hrs/week

Responsibilities

Act as the first point of contact for clients by greeting them and managing incoming phone calls. Handle office administration tasks including meeting room bookings, catering arrangements, and supply management.

Requirements

Candidates must have completed Year 12 or an equivalent qualification. No previous experience is necessary, but strong communication skills and a proactive attitude are required.

Full job description

The Company 

E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions
  
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
  
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
  
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.

The Role
 
This is a fixed term, full time opportunity for a 4-month period, with the potential to extend.

As the first point of contact for our highly valued clients you will be immaculately presented with excellent verbal and written communication skills, be motivated, driven, and have completed Year 12 (or equivalent). 

This is a full time role for an enthusiastic and proactive individual looking to gain valuable experience and build on your administrative skills. A typical day may include: 
  • Greeting clients and offering refreshments 
  • Answering incoming phone calls 
  • Preparing meeting rooms and arranging catering for internal events/seminars 
  • Maintaining a tidy reception and office 
  • Managing meeting room bookings and resolving booking conflicts
  • Ordering and organising stationary and kitchen supplies 
No previous experience is necessary, but we want you to be excited about the learning opportunities ahead of you. 

Our Benefits

We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and regular wellness initiatives.  

We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. 

We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.  We are dedicated to fostering a diverse workforce and actively invite applications from First Nations People, individuals with disabilities, and people from culturally and linguistically diverse backgrounds.

Related keywords

Client ServicesFinancial ServicesWealth ManagementReceptionOffice AdministrationCorporate AdvisoryInstitutional SalesCustomer ServiceMeeting CoordinationFinancial Advice

About E&P Financial Group

LinkedInVisit site
Industry
Financial Services
Company size
201-500 employees
Headquarters
Sydney, NSW
LinkedIn followers
11,075

E&P Financial Group (E&P) is a diversified Australian financial services business with a history spanning more than 30 years. The Group’s approach is to focus on long-term client partnerships, while seeking to provide high-quality, market-leading financial advice for private clients, institutional clients and corporates. E&P has an international network of experienced industry specialists working across wealth management, corporate advisory, institutional sales and trading, research, and funds management with offices located in Sydney, Melbourne, Canberra, Brisbane and New Jersey. The Group operates under three key divisions: E&P Wealth Personalised service is provided through a national team of dedicated advisers, offering clients the benefits of customised wealth solutions through a full suite of services which includes private wealth management, strategic financial advice, investment advice, stock broking, portfolio administration and reporting and estate planning. E&P Capital The Corporate Advisory team has built a reputation for delivering trusted, high-quality advice and outstanding execution for listed and unlisted companies, institutions and investors, with expertise in M&A, IPOs, debt structuring and capital raisings. The Institutional team provides a personalised, high-touch equity sales trading and execution service covering domestic funds, small-cap funds, international funds, hedge funds and risk-arbitrage opportunities. The Research team utilises deep technical expertise and quantitative techniques to identify specific themes and assess market trends which reveal compelling opportunities in line with our investment approach. Highly proficient analysts cover in total more than 100 stocks across targeted sectors. E&P Funds A suite of bespoke funds offers investors access to a broad range of asset classes and strategies across global equities, residential and commercial property, private equity, fixed income and solar infrastructure.

Offices: 1 O'Connell St, Sydney, NSW 2000, AU · 171 Collins Street, Melbourne, VIC 3000, AU

Corporate AdvisoryResearchInstitutionalMergers & AcquisitionsEquity Capital Marketsand Debt Capital Markets
View all jobs at E&P Financial Group

About E&P Financial Group

LinkedInVisit site
Industry
Financial Services
Company size
201-500 employees
Headquarters
Sydney, NSW
LinkedIn followers
11,075

E&P Financial Group (E&P) is a diversified Australian financial services business with a history spanning more than 30 years. The Group’s approach is to focus on long-term client partnerships, while seeking to provide high-quality, market-leading financial advice for private clients, institutional clients and corporates. E&P has an international network of experienced industry specialists working across wealth management, corporate advisory, institutional sales and trading, research, and funds management with offices located in Sydney, Melbourne, Canberra, Brisbane and New Jersey. The Group operates under three key divisions: E&P Wealth Personalised service is provided through a national team of dedicated advisers, offering clients the benefits of customised wealth solutions through a full suite of services which includes private wealth management, strategic financial advice, investment advice, stock broking, portfolio administration and reporting and estate planning. E&P Capital The Corporate Advisory team has built a reputation for delivering trusted, high-quality advice and outstanding execution for listed and unlisted companies, institutions and investors, with expertise in M&A, IPOs, debt structuring and capital raisings. The Institutional team provides a personalised, high-touch equity sales trading and execution service covering domestic funds, small-cap funds, international funds, hedge funds and risk-arbitrage opportunities. The Research team utilises deep technical expertise and quantitative techniques to identify specific themes and assess market trends which reveal compelling opportunities in line with our investment approach. Highly proficient analysts cover in total more than 100 stocks across targeted sectors. E&P Funds A suite of bespoke funds offers investors access to a broad range of asset classes and strategies across global equities, residential and commercial property, private equity, fixed income and solar infrastructure.

Offices: 1 O'Connell St, Sydney, NSW 2000, AU · 171 Collins Street, Melbourne, VIC 3000, AU

Corporate AdvisoryResearchInstitutionalMergers & AcquisitionsEquity Capital Marketsand Debt Capital Markets
View all jobs at E&P Financial Group

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