Job Description
Sage Wealth Management – St Leonards Park NSW
n
As a Client Services Officer, you will sit at the core of our advisory and client services function, supporting advisers with the operational and administrative work that underpins high-quality advice and client outcomes. You will gain exposure to financial documentation, advice preparation, tax-related workflows and ongoing client servicing across a diverse client base. The role requires accuracy, discretion and the ability to manage multiple work streams.
n
Key responsibilities
n
n
5 days a week in the office in St Leonards
n
Administrative support through all areas of the financial advice process
n
Work closely with our clients to ensure the advice process is clear and efficient
n
Maintenance of client records within client folders and via our CRM – Adviser Logic
n
Maintenance of client portfolio records via software provider Praemium
n
Ongoing administration of our client's personal insurances
n
Implementation of advice including preparation and tracking of tasks
n
Lodgement and follow up of both recent applications and relationship maintenance with third party providers
n




Assisting clients with their queries via phone and email
n
Willingness to take on new tasks and support Sage Wealth to deliver excellent customer service
n
n
About you
n
n
Experience in a financial planning client service or financial adviser support role is preferred
n
Excellent attention to detail
n
Strong communication skills and ability to build rapport with both clients and professionals
n
Motivated and enthusiastic employee who shows initiativeWork effectively in a team environment
n
Comfortable managing priorities in an environment with competing demands and deadlines
n
Australian permanent resident status is required for this position
n
n
About us
n
Sage Wealth Management is a growing wealth advice practice, located directly above the train station in St Leonards, offering highly personalised, quality financial advice to our HNW clients.
n
On the job training and support
n
A challenging and varied role
n
Flexibility around annual leave requirements in school holidays etc
#J-*****-Ljbffr

📌 Client Services Administrator Financial Planning Team (New South Wales)
🏢 Sage Wealth Management
📍 New South Wales