Job Description
Client Services Administrator - Full-time
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This is an opportunity to work alongside experienced Advisers and be part of our Administration Team. This is a key role, where you will deliver a seamless client experience, while developing your own career within the financial services environment. This role will suit an experienced Client Service Officer, who can hit the ground running. This is a full-time office-based role, but we would consider a minimum of 30 hours per week for the right applicant.
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Key responsibilities
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Supporting our three Advisers and Paraplanning Team
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Assist advisers through the preparation, implementation and follow-up of financial advice, including the completion and lodgement of applications
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Process client administration across superannuation, investments, insurance and related advice matters
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Liaise with product providers and third parties to progress client requests and resolve enquiries
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Manage client enquiries, correspondence and ongoing client administration
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Maintaining accurate client records within Xplan
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Processing investment transactions through platforms and brokers
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Collecting and preparing documentation for tax reporting purposes
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Other ad hoc general administrative tasks
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About you
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Experience as a Client Service Officer, including the implementation of advice
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Strong attention to detail and take ownership of your work
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High level of proficiency across Xplan and the Microsoft Office suite
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Previous experience within the financial planning domain
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Excellent communication and relationship-building skills
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A proactive and solutions-focused approach
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High levels of organisation and attention to detail
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The ability to work independently, while remaining a strong team member
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Minimum 2-3 years' experience in financial planning administration or implementation roles
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Full working rights in Australia
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About us
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OzPlan Financial Services is a Financial Planning practice based in the Eastern Suburbs of Melbourne, providing Superannuation, Retirement, Investment and Aged Care advice. We are committed to making a difference for our clients, supported by a Financial Planning and support team working together to make it happen. We take pride in the culture we have created, and we encourage a healthy work-life balance.
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Valuable training from a team of professional mentors
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A great opportunity to work for a qualified organisation who promotes from within
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📌 Client Services Administrator - Full-Time (South Australia)
🏢 OzPlan Financial Services
📍 South Australia