Office Administration Assistant & Client Services Officer

Location: Bayside Melbourne Suburbs | Full-Time (In-Office 5 Days)

About the Business A well-established, family-owned financial advice firm specializing in Life Insurance and Income Protection cover is seeking an experienced, full-time Client Services Officer to join their team. This role is pivotal in delivering exceptional service to clients while managing new business applications and general client service requirements in a professional, accurate, and timely manner.

Key Responsibilities

- Client Engagement: Provide exceptional service to clients and handle incoming phone enquiries.
- Administration & Scheduling: Manage calendars, schedule review appointments, handle incoming/outgoing correspondence, and maintain office stationery.
- Data & File Management: Set up new client records, maintain database integrity, and archive/scan documents.
- New Business Processing: Prepare, submit,



and track new business applications through to policy issuance and implementation.
- Operational Support: Prepare reports, liaise with professional referral partners (COIs), perform general research, and support the broader team autonomously.

Skills & Qualifications

- Communication & Collaboration: Excellent written and verbal communication skills, with a proven ability to build robust relationships with internal and external stakeholders.
- Technical Proficiency: Intermediate skills in Microsoft Office (Word, Excel, Outlook).
- Work Ethic & Initiative: Strong attention to detail, proactive initiative, excellent multitasking skills, and a willingness to learn and follow directions.
- Professional Integrity: Strict confidentiality in managing sensitive client and financial data.
- Industry Experience: Prior experience within the Financial Services or Wealth Management industry is highly regarded.

📌 Office Administrative Assistant (City of Bayside)
🏢 The Andersen Partnership
📍 City of Bayside