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 current 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
Opportunity to gain experience within a successful financial planning business
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