Client Services Administrator

About The Company

Our client is a boutique financial planning practice based in Canberra CBD, dedicated to helping individuals and families build, protect, and grow their wealth. With a strong reputation for personalised advice and exceptional client service, the business prides itself on building long-term relationships and delivering tailored financial solutions.

Operating within a supportive and collaborative team environment, the practice offers genuine career development opportunities for someone looking to establish a long-term career in financial services.

About The Opportunity

The primary purpose of this position is to provide administrative support to the financial planning team while delivering a professional and welcoming experience for clients.

Some of your responsibilities will include:

• Greeting clients and assisting with general enquiries
• Answering incoming phone calls and responding to emails
• Coordinating appointments and managing adviser calendars
• Preparing client documentation and correspondence
• Maintaining and updating client records and files
• Supporting the administration team with day-to-day office tasks

About You

The successful candidate will have:

• Experience in financial planning or accounting administration
• Professional presentation and client-focused approach
• Excellent communication and interpersonal skills
• Strong organisational skills and attention to detail
• Ability to work collaboratively within a small team
• Positive attitude with a willingness to learn

What's in it for You?

• Full Training & Ongoing Career Development
• Supportive, Friendly & Relaxed Team Culture
• Monthly Team Celebrations & Social Events
• Long-Term Career Progression Opportunities
• Canberra CBD Location Near Public Transport
• Cafés & Amenities Within Walking Distance
• Full-Time Role With Immediate Start

Apply today and don't miss out on starting this opportunity as soon as possible!