You will be the first point of contact for our clients, providing exceptional customer service and administrative support to ensure smooth operations and client satisfaction. This position is fundamental to maintaining the high standard of service delivery that ROPAN Financial Planning Group is known for, whilst supporting our financial planning and advisory teams in delivering outstanding client experiences.
Key responsibilities
Managing client enquiries via telephone, email and in person with professionalism and efficiency
Processing client requests, documentation and administrative tasks in a timely and accurate manner
Maintaining client records and databases, ensuring all information is current, complete and confidential
Scheduling appointments and coordinating meetings between clients and financial advisers
Assisting with client onboarding processes and providing necessary documentation and support
Responding to client queries regarding account information, transactions and services
Supporting the preparation of client reports, statements and other financial documentation
Contributing to the smooth administration of the office and assisting with general administrative duties as required
About you
Strong customer service skills with the ability to build rapport and communicate effectively with clients
Excellent organisational and time management abilities, with the capacity to manage multiple priorities
Proficiency in computer systems and Microsoft Office applications
Meticulous attention to detail and accuracy, particularly when handling sensitive financial information
Professional attitude with a commitment to confidentiality and discretion
Ability to work both independently and as part of a team-oriented team
Robust written and verbal communication skills
Experience in a client-facing role within financial services or a similar professional setting (preferred)
Knowledge of financial services or client management systems (preferred)
About us
ROPAN Financial Planning Group is known for maintaining a high standard of service delivery.
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