Part Time Client Services Admin - Front Office **SUCCESSFULLY FILLED** Use your Admin Coordination skills – Diary Management Our Client is a well established and successful Financial Planning firm with a strong qualified reputation offering a high performing, progressive and supportive team environment.
The Role Working within a positive and autonomous environment as part of the Client Services Team you will be providing Front Office Client Service Support as well as assisting with administration duties in the daily running of the office.
Responsibilities • Management of x4 Advisors diaries – scheduling client meetings • Daily use of CRM to start and manage workflows and updates • First point of Client contact both over phone and face to face • Team assistance general office duties Skills Experience • A self starter with the ability to work in a fast paced environment • High attention to detail and organisational skills coupled with the ability to multi task across a wide range of responsibilities • Word/Excel/PowerPoint and Outlook •Previous experience using CRMs To be successful you will have a positive, proactive and professional approach to your team and to clients!
Dee Why Location X3 days per week or flex days School hours Role offering Career Opportunities Perfect for a multi tasker who enjoys positive client interaction and likes to be challenged 100% Office Based Close to public transport and shops If you feel you have the skills and ability please send your resume to ****** or for more information please call Helen or Rachelle on ********* Register your interest online OR Call DCL Recruitment on ************

📌 Part Time Client Services Admin - Front Office (New South Wales)
🏢 DCL Recruitment
📍 New South Wales