Job Description

Office Administrator / Client Services Officer - 4 days pw n

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 n

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.

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Combining meet & greet, reception duties with client service and administrative support for the advisors, your daily duties will include:

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General office and administrative support.
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Data entry and maintaining accurate client records.
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Preparing and processing correspondence and documentation.
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Scanning, filing and document management.
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Managing incoming and outgoing correspondence.
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Assisting advisers and the broader team with administrative tasks.
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Following established procedures and processes.
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Checking work carefully for accuracy.
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Assisting with general office organisation.
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Preparing files, paperwork and documentation for client meetings.
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Assisting with the implementation of financial advice recommendations.
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Pitching in wherever needed as part of a small, team-focused business.
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Skills and Experience needed: nn
Life Experience & Maturity: Comfortable, confident, and empathetic when conversing with an older client base.
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Solid Rapport-Building Skills: A natural listener who enjoys real conversations while keeping professional boundaries.
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Solid Administration experiences, filing, scanning, documentation prep, managing correspondence .
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Sharp Attention to Detail: Exact with administrative processes, client data, and documentation.
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Comfortable with standard office software (MS Office/CRM) and keen to learn current systems.
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Bonus points for Professional / Financial services background
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📌 Office Administrator / Client Services Officer 4 Days Pw Newcastle (Australia)
🏢 Connected People
📍 Australia