We are seeking a part time Administration/Client Service Officer - 30 hours per week- to join our small, successful financial planning organization in Orange NSW. In this role, you will be the second member of our administration team and will be responsible for providing administrative and client support, ensuring the smooth operation of our financial planning practice.
Key responsibilities
Build strong relationships with clients, ensuring professional experience both over the phone and in person
Booking client appointments
Liaising with clients in the office
Managing administrative tasks, including printing, scanning and organising documents to support daily operations
Preparing and maintaining client records, files and correspondence
Update and maintain accurate records on the database
Liaising with clients, service providers and internal team members to ensure timely processing of transactions and requests
Assisting other team members as needed
About you
Proven experience in an administrative or client service role, financial services experience is preferred but not essential
Excellent verbal and written communication skills, with the ability to interact with clients and colleagues in a skilled and friendly manner
Robust attention to detail and the ability to multitask effectively
Proficiency in Microsoft Office suite (Word, Excel, PowerPoint)
Strong organisational and time management skills
A commitment to providing exceptional client service
Self motivated and proactive
Benefits
Competitive remuneration - initial salary negotiable if financial services experience, salary will be reviewed as financial planning task knowledge is gained
30 hours per week could be worked over 4 or 5 days, with flexibility
A collaborative and inclusive team culture
A warm, friendly office environment
About us
BrightPath Financial Planning is committed to creating a positive and supportive work environment. We are a small, successful financial planning organization that prides ourselves on the deep care we have for our clients.