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.Your current roleWorking 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.Your responsibilities will include:Responding to client enquiries via phone and emailManaging appointments and coordinating adviser schedulesPreparing client documentation,



reports and correspondenceMaintaining accurate client records and databasesProcessing client requests and administrative transactionsFollowing up outstanding documentation with clients and providersSupporting advisers with administrative tasks and reporting requirementsAssisting with general office administration and client service activitiesWhat you'll need to succeedPrevious administration experience within financial services, accounting, professional services or a client-focused environmentStrong organisational skills and attention to detailExcellent communication and interpersonal skillsAbility to manage multiple priorities and meet deadlinesStrong systems skills and confidence learning new processesProfessional and proactive approach to client serviceWhat you'll get in returnImmediate start opportunityMelbourne CBD locationFull‐time office‐based roleInitial 3-6 month contract with potential for permanencySupportive team environmentOpportunity to gain experience within a successful financial planning business
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📌 Client Administrator (Melbourne)
🏢 Rashi Joshi
📍 Melbourne