Jobsearch - Position Vacant -

Client Relationship Officer/ Administration Assistant A Mount Gambier Financial Services Business is seeking a motivated and client-focused Client Relationship Manager / Administration Assistant to join the friendly team in the Mount Gambier office as they continue to grow.

Duties will include:

- Providing administrative support to our financial planners;
- Liaising with clients and being available to assist with enquiries via phone and face to face;
- Answering questions and providing readily available information to clients;
- Physical and electronic filing and file maintenance;
- Data collection and input into computer systems;
- Being a welcoming first point of contact for clients, both in person and over the phone;
- Building and maintaining strong, long-term client relationships;
- Managing client enquiries and coordinating appointments;
- Preparing client correspondence, reports and meeting documentation;
- Ensuring a high level of confidentiality, accuracy and professionalism in all dealings.

Requirements:

- Outstanding written and verbal communication skills, including phone manner;
- Strong computer skills including the use of Microsoft Office suite of programs;




- The ability to problem solve and maintain a high attention to detail;
- Be open to constructive feedback and have a desire for continual improvement;
- Experience with XPLAN and other financial planning software is desired but not crucial;
- Personable, with the ability to build strong relationships with our clients;
- A positive outlook and an upbeat personality, as well as a willingness to contribute to our environment and culture;
- Enjoys working with people and building genuine client relationships;
- Is highly organised, proactive and has strong attention to detail;
- Has excellent time management skills and can manage competing priorities;
- Is confident using Microsoft Office and general computer systems;
- Can work independently while also contributing positively to a team;
- Demonstrates initiative, reliability and a positive attitude;
- Understands the importance of discretion and confidentiality.

Conditions:

- This is a Part time position and will suit someone looking to further their career by gaining exposure to a growing Financial Services Business.

📌 (ADV) Client Relationship Manager/ Administration AssistantMOUNT GAMBIER, SA, 5290 (Mount Gambier)
🏢 Administration Assistants
📍 Mount Gambier