About us
Potts Duhring Financial Advisors is a respected financial advisory firm committed to providing expert guidance and personalised service to our clients.
We pride ourselves on our professional approach, attention to detail, and dedication to helping individuals and families achieve their financial goals.
Our team works collaboratively to deliver comprehensive financial solutions in a supportive and skilled environment.
About the role
We are seeking anAdministration Assistant / Client Services Officerto join our team at our Glenelg office on afull-time basis.
This is a key administrative position that will support the smooth operation of our office and enhance the experience of our clients.
You will be the first point of contact for many of our clients and will play an important role in maintaining the professional standards and efficient workflows that our business depends upon.
This role offers the opportunity to work within a financial services environment whilst developing valuable administrative and customer service skills.
Key responsibilities
Greeting and welcoming clients to the office with a professional and friendly manner
Answering and directing telephone enquiries to the appropriate team member
Managing and scheduling client appointments using our booking systems
Processing and organising client documentation, ensuring information is accurately recorded and filed
Maintaining databases and client records with attention to confidentiality and data protection requirements
Preparing client reports, correspondence and other administrative documents
Handling general office administration including mail, supplies and equipment management
Supporting the financial advisor team with meeting preparation and follow-up tasks
Managing office calendars and coordinating team schedules
Assisting with client onboarding processes and ensuring required documentation is complete
Providing general administrative support to ensure the office operates efficiently
What we're looking for
Proven experience in an administrative or client services role, ideally in a professional services environment
Excellent organisational and time management skills with the ability to prioritise multiple tasks
Strong communication skills, both written and verbal, with a professional manner suitable for client interaction
Proficiency with office computer systems and software, including Microsoft Office applications and email management
Attention to detail and accuracy in record-keeping and documentation
A friendly and welcoming demeanour with strong interpersonal skills
Ability to work independently and as part of a team in a busy office environment
Understanding of confidentiality and professional discretion, particularly regarding client information
Flexibility and willingness to support various office functions as required
Familiarity with financial services or accounting practices is advantageous but not essential
What we offer
We offer a competitive salary package commensurate with experience.
Working at Potts Duhring Financial Advisors provides the opportunity to develop your administrative and client service skills within a respected financial services firm.
You will work with a professional and supportive team in a Glenelg location, which benefits from excellent local amenities.
We are committed to fostering a positive workplace culture where team members feel valued and supported in their roles.
We encourage a professional approach to work and are happy to discuss flexible arrangements that may suit your circumstances.
Apply now
If you are an organised and professional individual with strong administrative and client service skills, we would like to hear from you.
Please submit your CV and a brief cover letter including the word banana outlining your relevant experience and why you are interested in this role.