Client Services Officer and Administrative Assistant
Client Services Officer / Administration Support
ActOn Wealth | Full-time | Melbourne
About ActOn Wealth
ActOn Wealth is a well-established financial advice and lending business focused on helping clients make confident financial decisions and achieve meaningful long-term outcomes.
We are a close-knit, supportive team that values genuine client relationships, high-quality work and people who take ownership of their role.
About the Role
We are looking for an organised and proactive Client Services Officer to support our financial advisers and help deliver a smooth, professional experience for our clients.
The primary focus of the role will be client service and advice administration, with additional responsibility for general office and administrative support.
Key Responsibilities
- Supporting advisers with the preparation and implementation of financial advice
- Managing client applications, forms and supporting documentation
- Liaising with clients, super funds, investment platforms and insurance providers
- Following up outstanding information and keeping clients updated
- Updating client records, workflows and tasks within our CRM
- Preparing correspondence, reports and meeting documents
- Booking appointments and assisting with adviser diary management
- Answering incoming calls and assisting with general client enquiries
- Providing broader administrative support across the business
About You
- Previous Client Services Officer, financial planning administration or professional services experience is preferred
- Strong attention to detail and organisational skills
- Confident communicating with clients by phone and email
- Able to manage competing priorities and follow tasks through to completion
- Comfortable using Microsoft Office and CRM systems
- Positive, reliable and willing to support the wider team
Experience within financial advice, superannuation, investments or insurance will be highly regarded, although training can be provided to the right person.
What We Offer
- A supportive and approachable team environment
- Exposure to a broad range of financial advice work
- Training and ongoing professional development
- Prospect to take on greater responsibility as the business grows
- A role where your contribution to the client experience is genuinely valued