PrimeCare Financial Planning Pty. Ltd. – Camberwell VIC

Taking phone appointments for clients to meet with our financial advisers. Support our Directors and the financial planning staff, by carrying out duties efficiently to achieve the best outcomes for clients and the business. Deliver quality, courteous customer service. The role combines office attendance with working from home.

Key responsibilities

Respond to prospective client enquiries by phone or email and book appointments

Answer calls using the VoIP system, take messages and record appointments in the shared Outlook calendar

Welcome clients courteously at reception

Set up meetings and coordinate with financial advisers

Assist with marketing to aged care facilities and hospitals

Scan and electronically lodge documents and send emails to suppliers and clients

Maintain client files on our CRM system and general office online filing

Meet with clients and their adviser to discuss placement preferences

Search for vacancies using online tools and complete the Aged Care Facility Search form





Assist financial advisers with financial applications, electronic document lodging, client data and input for statements of advice

About you

Excellent verbal communications skills, speaking slowly and clearly to an older demographic of clients and prospective customers

Ability to respond to prospective client enquiries by phone or email

Ability to welcome clients courteously at reception

Ability to maintain client files and general office online filing

Ability to communicate with clients, aged care facilities and hospitals

Ability to maintain regular communication with clients

Ability to keep accurate timesheets and communication logs

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📌 client services officer (Melbourne)
🏢 PrimeCare Financial Planning
📍 Melbourne