18 Oct
|
Fiducian Services
|
Sydney
18 Oct
Fiducian Services
Sydney
Looking for a role where your attention to detail, organisational skills and customer focus can make a real impact?
At Fiducian, we are seeking a motivated Client Services Administrator to join our Platform Services team. This is an excellent opportunity to build your career in financial services while working with a supportive team that values collaboration, development, and exceptional client outcomes.
About Fiducian
Fiducian is an ASX-listed financial services organisation with approximately $15 billion in Funds Under Management, Administration and Advice. We provide Funds Management, Superannuation, Investment Administration and Financial Planning services to clients across Australia.
Why Join Us?
We believe our people are our greatest asset and deserve a workplace that is rewarding and enjoyable.
✔ Competitive salary and employee discounts
✔ Additional paid leave
✔ Health and wellbeing programs
✔ Ongoing learning, career development, and study support
✔ Recognition programs that celebrate success and service
✔ Supportive team culture, social events, and national networking opportunities
About the Role
As a Client Services Administrator, you'll play an important role in supporting the administration of superannuation, investment and pension transactions while delivering outstanding service to clients and advisers.
You'll work closely with internal and external stakeholders to ensure transactions are processed accurately, records are maintained and client enquiries are resolved efficiently.
Key Responsibilities
- Process applications, contributions,
rollovers, withdrawals, and investment switches
- Administer superannuation, pension, and insurance transactions
- Process investment purchases, sales, corporate actions, and income transactions
- Maintain accurate client records and portfolio information
- Reconcile portfolios, cash balances, and investment holdings
- Manage incoming correspondence and document processing
- Respond professionally to client and adviser enquiries
- Liaise with custodians, fund managers, brokers, and other key stakeholders
- Assist with projects and continuous improvement initiatives
About You To be successful, you will have:
- At least 2 years' experience in financial services administration, investments, superannuation, or a similar role
- Strong attention to detail and organisational skills
- Excellent communication and customer service abilities
- Sound analytical and problem-solving skills
- Intermediate to advanced Microsoft Excel and Office skills
- A positive attitude and a collaborative approach to teamwork
Previous experience with investment platforms, superannuation products or managed funds will be highly regarded.
Apply Now
If you are looking to develop your career with a respected and growing financial services organisation, we would love to hear from you.
Submit your resume together with a brief cover letter outlining your suitability for the role.
Immediate start available.
Applicants must have the right to work in Australia.
Only shortlisted candidates who meet the position requirements will be contacted.
📌 Client Services Administrator (Platform Services) (Sydney)
🏢 Fiducian Services
📍 Sydney