Your new company Join a well-established financial planning firm located in Melbourne CBD. Supporting a portfolio of long-standing clients, this organisation provides a range of financial services and advice solutions in a professional and client-focused environment. Due to an increase in workload, they are seeking two experienced Client Services Administrators to join the team on an initial 3-6 month contract.

Your new role

Working closely with Financial Advisers and the broader support team, you will play a key role in delivering a positive client experience while ensuring day-to-day administrative processes run smoothly.

Your responsibilities will include:

- Responding to client enquiries via phone and email
- Managing appointments and coordinating adviser schedules
- Preparing client documentation, reports and correspondence
- Maintaining accurate client records and databases
- Processing client requests and administrative transactions
- Following up outstanding documentation with clients and providers




- Supporting advisers with administrative tasks and reporting requirements
- Assisting with general office administration and client service activities

What you'll need to succeed

- Previous administration experience within financial services, accounting, professional services or a client-focused environment
- Strong organisational skills and attention to detail
- Excellent communication and interpersonal skills
- Ability to manage multiple priorities and meet deadlines
- Strong systems skills and confidence learning new processes
- Professional and proactive approach to client service

What you'll get in return

- Immediate start opportunity
- Melbourne CBD location
- Full‑time office‑based role
- Initial 3-6 month contract with potential for permanency
- Supportive team environment
- Chance to gain experience within a successful financial planning business

#J-18808-Ljbffr

📌 Client Administrator (Melbourne)
🏢 Rashi Joshi
📍 Melbourne