Client Services Administrator - Wealth Management
About This Progressive & Innovative Local Wealth Management Firm
With the ongoing growth of this Wealth Management firm evident, the senior management team feel it is the right time to secure the services of another experienced Client Services Administrator to join their ever-expanding team.
Being part of their current administration/support team, you will see quickly why this firm is a great place to work.
Outstanding culture.
Regular social events.
Heaps of client contact.
Attractive remuneration.
And the list goes on .......
Based close to Broadmeadow, free parking is close to the office and there is also a few shops close by to grab some lunch or really good coffee.
About The Role
Providing administration support to one or two of firm's Financial Planners, versatility, flexibility and great customer service will be your keys to becoming an effective member of the firm as will be your eagerness to learn and engage.
Your familiarity with what happens within a Financial Planning/Wealth Management business will be imperative to your success in this role.
If you have some experience with Xplan, even better.
Combining a variety of administration tasks, your strong commitment to detail, deadlines and efficiency are paramount.
Working alongside Management and the existing administration team, your responsibilities will include:
Preparing and reviewing documentation in readiness for client meetings




Speaking with clients on the phone and in person
Liaising with external service providers via phone and email
Updating the client database daily
Lodging documentation to various government and financial institutions
Implementing Advice Strategies
About You
I am delighted to tell you, this highly secure, full-time position will allow you to develop further within the Financial Planning/Wealth Management sector.
You will find that you are working with supportive colleagues, managers and advisors who really want you to succeed.
Put simply, if you are eager to work in a professional and fun work environment, all you need to bring is your passion and previous industry experience.
Along with a broad administration base, you will also possess excellent MS Office knowledge along with highly effective verbal communication skills.
A minimum of two years working within a Financial Planning/Wealth Management environment will provide the foundation skills you need to make a positive impact/transition within this firm.
As this role has a high level of "people" contact, candidates with a friendly and confident personality tend to do well within this business.
Please remember we are seeking someone with relevant Financial Planning/Wealth Management experience.
Remuneration
An extremely attractive remuneration package plus several innovative non-financial benefits will be provided to the successful applicant.
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📌 Client Services Administrator - Wealth Management (New South Wales)
🏢 Daniels Recruitment
📍 New South Wales