Job Description

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.

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Your new role

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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.

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Your responsibilities will include:

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- Responding to client enquiries via phone and email
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- Managing appointments and coordinating adviser schedules
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- Preparing client documentation, reports and correspondence
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- Maintaining accurate client records and databases
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- Processing client requests and administrative transactions
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- Following up outstanding documentation with clients and providers
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- Supporting advisers with administrative tasks and reporting requirements
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- Assisting with general office administration and client service activities
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What you'll need to succeed

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- Previous administration experience within financial services, accounting, professional services or a client-focused environment
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- Strong organisational skills and attention to detail
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- Excellent communication and interpersonal skills
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- Ability to manage multiple priorities and meet deadlines
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- Robust systems skills and confidence learning new processes
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- Professional and proactive approach to client service
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What you'll get in return

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- Immediate start opportunity
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- Melbourne CBD location
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- Full‐time office‐based role
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- Initial 3-6 month contract with potential for permanency
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- Supportive team environment
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- Opportunity to gain experience within a successful financial planning business
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📌 Client Administrator (Victoria)
🏢 Rashi Joshi
📍 Victoria