Job Description
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 retirementn
n
About the Role
n
nOur 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.n
nCombining meet & greet, reception duties with client service and administrative support for the advisors, your daily duties will include:n
n
n
General office and administrative support.
n
Data entry and maintaining accurate client records.
n
Preparing and processing correspondence and documentation.
n
Scanning, filing and document management.
n
Managing incoming and outgoing correspondence.
n
Assisting advisers and the broader team with administrative tasks.
n
Following established procedures and processes.
n
Checking work carefully for accuracy.
n
Assisting with general office organisation.
n




Preparing files, paperwork and documentation for client meetings.
n
Assisting with the implementation of financial advice recommendations.
n
Pitching in wherever needed as part of a small, team-focused business.
n
Skills and Experience needed:
n
n
n
Life Experience & Maturity:
Comfortable, confident, and empathetic when conversing with an older client base.
n
Strong Rapport-Building Skills:
A natural listener who enjoys real conversations while keeping professional boundaries.
n
Solid Administration experiences, filing, scanning, documentation prep, managing correspondence
.
n
Sharp Attention to Detail:
Precise with administrative processes, client data, and documentation.
n
Comfortable with standard office software (MS Office/CRM) and keen to learn new systems.
n
Bonus points for Skilled / Financial services background
n
n
nIf you re looking for a secure, long-term role where your warmth and professionalism will be genuinely valued, please apply below!

📌 Office Administrator / Client Services Officer 4 Days Pw New South Wales
🏢 Connected People
📍 New South Wales