Office Administrator / Client Services Officer - 4 days pw

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, qualified 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.
- Solid Administration experiences, filing, scanning, documentation prep, managing correspondence.
- Sharp Attention to Detail: Precise with administrative processes, client data, and documentation.
- Comfortable with standard office software (MS Office/CRM) and keen to learn new systems.
- Bonus points for Professional / Financial services background

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📌 Office Administrator / Client Services Officer - 4 days pw (Newcastle)
🏢 Connected People
📍 Newcastle