Job Description
Client Service Administrator (4 Days a Week)
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Location: Melbourne CBD (First 4 weeks 100% onsite training, then hybrid: 3 days office / 1 day home)
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Contract: 12-Month Fixed Term Contract
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Salary: $95,000 Including Super (Pro Rata)
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Hours: Part-Time / 4 Days per Week (Wednesdays required)
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About the Role
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Join a leading financial advice team in the Melbourne CBD as a Client Service Administrator. Working within a collaborative advice operations team, you will deliver high-quality administrative support to financial planners and members, helping ensure smooth advice delivery and seamless client experiences.
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Key Responsibilities
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Manage shared team inboxes, client enquiries, and daily operational task queues.
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Maintain accurate client records, file notes, and compliance data in XPLAN.
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Liaise with third-party providers to submit authorities and collect client information.
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Assist with strategy implementation, fee processing, invoicing, and follow-ups.
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Collaborate with advisers, paraplanners, and support teams to drive process improvements.
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What You Bring
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Proven administrative experience within Financial Planning / Financial Services.
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Solid proficiency using XPLAN and Microsoft Office.
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Excellent written and verbal communication skills with robust attention to detail.
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Ability to work effectively in a team, manage competing priorities, and take ownership of tasks.
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RG146 compliance or relevant financial planning qualifications (Diploma/Advanced Diploma) highly regarded.
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📌 Client Service Administrator (Victoria)
🏢 Hr Partners
📍 Victoria