Part Time Client Services Admin - Front Office

Our Client is a well established and successful Financial Planning firm with a strong professional reputation offering a high performing, progressive and supportive team environment.

The Role

Working within a positive and autonomous environment as part of the Client Services Team you will be providing Front Office Client Service Support as well as assisting with administration duties in the daily running of the office.

Responsibilities

- Management of x4 Advisors diaries – scheduling client meetings
- Daily use of CRM to start and manage workflows and updates
- First point of Client contact both over phone and face to face
- Team assistance & general office duties

Skills & Experience

- A self starter with the ability to work in a fast paced setting




- High attention to detail and organisational skills coupled with the ability to multi task across a wide range of responsibilities
- Word/Excel/PowerPoint and Outlook
- Previous experience using CRMs

To be successful you will have a positive, proactive and professional approach to your team and to clients!

Dee Why LocationX3 days per week or flex days School hoursRole offering Career OpportunitiesPerfect for a multi tasker who enjoys positive client interaction and likes to be challenged100% Office Based Close to public transport and shops

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📌 Part Time Client Services Admin - Front Office (Sydney)
🏢 DCL Recruitment
📍 Sydney