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 workplace 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 quick paced setting




High attention to detail and organisational skills coupled with the ability to multi task across a wide range of responsibilities
Word/Excel/Power Point 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 hours Role offering Career Opportunities Perfect 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