- Location: Melbourne CBD (First 4 weeks 100% onsite training, then hybrid: 3 days office / 1 day home)
- Contract: 12-Month Fixed Term Contract
- Salary: $95,000 Including Super (Pro Rata)
- Hours: Part-Time / 4 Days per Week (Wednesdays required)
About the Role
Join a leading financial advice team in the Melbourne CBD as a Client Service Administrator. Working within a team-oriented advice operations team, you will deliver high-quality administrative support to financial planners and members, helping ensure smooth advice delivery and seamless client experiences.
Key Responsibilities
- Manage shared team inboxes, client enquiries, and daily operational task queues.
- Maintain accurate client records, file notes, and compliance data in XPLAN.
- Liaise with third-party providers to submit authorities and collect client information.
- Assist with strategy implementation, fee processing, invoicing, and follow-ups.
- Collaborate with advisers,
paraplanners, and support teams to drive process improvements.
What You Bring
- Proven administrative experience within Financial Planning / Financial Services.
- Solid proficiency using XPLAN and Microsoft Office.
- Excellent written and verbal communication skills with strong attention to detail.
- Ability to work effectively in a team, manage competing priorities, and take ownership of tasks.
Apply Now with your updated resume to be considered for this Melbourne CBD-based position!
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.