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 professional environment.

About the role

We are seeking an Administration Assistant / Client Services Officer to join our team at our Glenelg office on a full-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 prospect to work within a financial services environment whilst developing valuable administrative and customer service skills.

Key responsibilities

1. Greeting and welcoming clients to the office with a professional and friendly manner

2. Answering and directing telephone enquiries to the appropriate team member

3. Managing and scheduling client appointments using our booking systems

4. Processing and organising client documentation, ensuring information is accurately recorded and filed

5. Maintaining databases and client records with attention to confidentiality and data protection requirements

6. Preparing client reports, correspondence and other administrative documents

7. Handling general office administration including mail, supplies and equipment management

8. Supporting the financial advisor team with meeting preparation and follow-up tasks

9.



Managing office calendars and coordinating team schedules

10. Assisting with client onboarding processes and ensuring required documentation is complete

11. Providing general administrative support to ensure the office operates efficiently

What we're looking for

1. Proven experience in an administrative or client services role, ideally in a professional services environment

2. Excellent organisational and time management skills with the ability to prioritise multiple tasks

3. Strong communication skills, both written and verbal, with a professional manner suitable for client interaction

4. Proficiency with office computer systems and software, including Microsoft Office applications and email management

5. Attention to detail and accuracy in record-keeping and documentation

6. A friendly and welcoming demeanour with strong interpersonal skills

7. Ability to work independently and as part of a team in a busy office environment

8. Understanding of confidentiality and professional discretion, particularly regarding client information

9. Flexibility and willingness to support various office functions as required

10. 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.

#J-18808-Ljbffr

📌 Administration Assistant / Client Services Officer (South Australia)
🏢 Potts Duhring Financial Advisors
📍 South Australia