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 setting and culture;
Enjoys working with people and building genuine client relationships;
Is highly organised, proactive and has solid 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