Client Services & Office Administrator (School Hours)
We're Not Looking for Just Another Administrator...
Attention to Detail
Following Structured Processes
Exceptional Communication Skills
If these three qualities describe you, we'd love to hear from you.
We are a boutique financial planning practice seeking a professional, organised and detail-oriented Client Services & Office Administrator to join our team.
This role would particularly suit an experienced administrator who enjoys organisation, document management and ensuring processes are followed accurately every time.
Working closely with our advisers and support team, you will play an significant role in delivering exceptional client service while ensuring client records, files and administrative processes are maintained to a high standard.
Key Responsibilities
Welcoming clients and creating a professional first impression.
Preparing tea, coffee and meeting rooms for client appointments.
Answering phones and managing client enquiries with warmth and professionalism.
Coordinating adviser and client appointment schedules.
Maintaining accurate client records within our Xplan CRM.
Scanning, uploading, filing and organising client documentation.
Managing both electronic and physical client files to ensure records are complete, accurate and compliant.
Monitoring outstanding paperwork and ensuring administrative processes are followed correctly.
Assisting with document preparation, correspondence and general office administration.
Managing incoming and outgoing mail, office supplies and reception duties.
About You
You are someone who:
Obsesses over the details and takes pride in getting things right the first time.
Thrives in a structured setting and enjoys following established processes and procedures.
Communicates confidently, professionally and warmly with clients and colleagues.
Is highly organised and able to manage multiple priorities.
Has previous administration, client services or office support experience.
Has strong Microsoft Office skills (Word, Excel and Outlook).
Experience with Xplan or another CRM system will be highly regarded.
Why Join Us?
Consistent school-hour schedule (9:30am – 2:30pm).
Supportive and professional team environment.
Stable long-term part-time opportunity.
Meaningful role within a respected financial planning practice.
Be careful - Don't provide your bank or credit card details when applying for jobs.
Don't transfer any money or complete suspicious online surveys.
If you see something suspicious, report this job ad.
#J-*****-Ljbffr