Opportunity to secure a 4 day a week role in Newcastle’s CBD working for a boutique financial planning practice with decades of history in Newcastle helping clients prepare for retirement
About the Role
Our client is seeking an experienced reliable, and personable Client Services / Administration Officer to join their small tight knit team. Many of their clients are long term retirees who love a genuine chat, so building warm, professional relationships is key for their business.
Combining meet & greet, reception duties with client service and administrative support for the advisors, your daily duties will include:
- General office and administrative support.
- Data entry and maintaining accurate client records.
- Preparing and processing correspondence and documentation.
- Scanning, filing and document management.
- Managing incoming and outgoing correspondence.
- Assisting advisers and the broader team with administrative tasks.
- Following established procedures and processes.
- Checking work carefully for accuracy.
- Assisting with general office organisation.
- Preparing files,
paperwork and documentation for client meetings.
- Assisting with the implementation of financial advice recommendations.
- Pitching in wherever needed as part of a small, team-focused business.
Skills and Experience needed:
- Life Experience & Maturity: Comfortable, confident, and empathetic when conversing with an older client base.
- Strong Rapport-Building Skills: A natural listener who enjoys real conversations while keeping professional boundaries.