Job Description
Prospect 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 experiencedreliable, and personableClient 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.
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
If you re looking for a stable, 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