Client Services Administrator
Job No:
RS291275
Location:
Canberra
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EARN $70,000 - $90,000 pa + Super | Negotiable Based on Experience
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Financial Services Comp with a Focus on Client-Centric Solutions in Canberra
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Training & Career Progression with a Small, Supportive & Relaxed Team
About The Company
Our client is a boutique financial services company located in the Canberra CBD. Their expert team comprises seasoned financial planners equipped with in-depth knowledge and years of experience in the intricacies of financial planning. They specialise in strategies on how to grow and protect your income and wealth, including retirement planning and asset protection strategies.
About The Opportunity
As a Client Services Administrator, you will play a crucial role in supporting our financial planners and ensuring a seamless client experience. Some of your responsibilities will include:
- Managing client inquiries and providing timely responses
- Assisting in the preparation of client documentation and reports
- Maintaining and updating client records in the database
- Coordinating appointments and managing the schedule of financial planners
- Supporting the team with administrative tasks as required
About You
The successful candidate will have
- Proven experience in an administrative or client services role
- Strong communication and interpersonal skills
- Excellent organisational abilities and attention to detail
- Proficiency in Microsoft Office Suite and Xplan
- A proactive approach to problem-solving
What's in it for You?
- Relaxed, Supportive & Friendly Office Culture
- Training & Career Development Opportunities
- Monthly Celebrations to Foster Team Bonding
- Immediate Start Available For Right Candidate
- Convenient Location Near Tram Station & Local Cafes
- Parking Options Could be Considered in the Compensation Package
Apply today and don't miss out on starting this opportunity as soon as possible!
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