This is an exciting opportunity to join Lambourne Partners' Wealth in our Client Services team. In this full-time role based in our Hamilton, NSW office you will play a vital role in providing excellent customer service and administrative support to our team of Advisors.

What you will be doing

You will be working closely with our Advisors to deliver client service in an accurate and timely manner in line with compliance requirements.

Support the team with administrative requirements to ensure client deadlines are met

Manage Advisor diaries, including scheduling and confirming client appointments

Communicate effectively with Advisors, clients, and the team

Implement advice as requested by the Advisors and planners, including placing trades

Process applications, forms and requests with product providers and platforms accurately and on time

Generate reports to support the client review process

Use your initiative to improve efficiencies in all areas of administration

What we are looking for

A motivated team player who genuinely cares for our clients with:

Minimum of 2 plus years' experience in a similar role within a Wealth team

The ability to look for efficiencies and be versatile in a changing environment





High attention to detail with accuracy when entering data for documentation

Strong organisation and time management, with the ability to manage competing priorities for multiple Advisors

Demonstrated experience using Xplan and Worksorted

Analytical and research skills to support report preparation and client file requirements

A relevant qualification, such as a Certificate IV in Business or Diploma in Financial Services

What we Offer

Lambourne Partners offers the following benefits:

Free parking close to the office

Competitive remuneration

Relevant training for your role and support for finance related study

Inclusive and supportive team setting

About us

Lambourne Partners' is a leading professional services firm that has been providing high-quality solutions to our clients for over 42 years. We are a agile and collaborative team, driven by our commitment to excellence, caring for our clients and our people and a passion for making a difference.

Call 49696600 and ask for Maureen Jack if you have any questions or email ****@lambourne.com.au

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📌 Client Services Officer (Newcastle)
🏢 Lambourne Partners
📍 Newcastle