Client Administrator

Your new company Join a well-established financial planning firm located in Melbourne CBD. Supporting a portfolio of long-standing clients, this organisation provides a range of financial services and advice solutions in a professional and client-focused environment. Due to an increase in workload, they are seeking two experienced Client Services Administrators to join the team on an initial 3-6 month contract.

Your new role

Working closely with Financial Advisers and the broader support team, you will play a key role in delivering a positive client experience while ensuring day-to-day administrative processes run smoothly.

Your responsibilities will include:

• Responding to client enquiries via phone and email
• Managing appointments and coordinating adviser schedules
• Preparing client documentation, reports and correspondence
• Maintaining accurate client records and databases
• Processing client requests and administrative transactions
• Following up outstanding documentation with clients and providers
• Supporting advisers with administrative tasks and reporting requirements
• Assisting with general office administration and client service activities

What you'll need to succeed

• Previous administration experience within financial services, accounting, professional services or a client-focused environment
• Strong organisational skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities and meet deadlines
• Strong systems skills and confidence learning new processes
• Professional and proactive approach to client service

What you'll get in return

• Immediate start opportunity
• Melbourne CBD location
• Full time office based role
• Initial 3-6 month contract with potential for permanency
• Supportive team environment
• Opportunity to gain experience within a successful financial planning business