Job Description
About Us
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Bongiorno & Partners is a multidisciplinary skilled services firm providing Accounting, Financial Planning, Finance, Insurance and SMSF services. We are committed to delivering exceptional client outcomes while creating long-term career opportunities for our people.
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The Role
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We are seeking an experienced Client Service Administrator to support our Financial Planning team. This role is suited to someone with solid administration skills, excellent attention to detail and a passion for delivering outstanding client service.
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Key Responsibilities
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Prepare client review and advice documentation
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Implement advice recommendations and client requests
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Maintain client records and data integrity in Xplan
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Process client forms and onboarding documentation
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Liaise with clients and product providers
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Provide administrative support to Advisers and the wider team
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About You
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Minimum 2 years' experience in a Financial Planning CSA, Wealth Management or similar role
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Strong attention to detail and organisational skills
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Excellent communication and client service skills
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Ability to manage competing priorities and deadlines
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Experience using Xplan is highly regarded
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Professional, reliable and team-oriented
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Eligibility
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Australian Citizens, Permanent Residents or New Zealand Citizens only
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No employer sponsorship is available for this role
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Why Join Us?
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Supportive and collaborative team culture
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Genuine career progression opportunities
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Ongoing learning and development
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Up-to-date Edgecliff office location
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Join a respected and growing professional services firm
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📌 Client Service Administrator Csa Financial Planning Team New South Wales (Australia)
🏢 Bongiorno Group
📍 Australia