Client Service and Office Administrator

Summary about this job

Detail information about job Client Service and Office Administrator. Terms and conditions vacancy

About the business and the role

We are a partner owned financial planning practice, providing clients with a range of services and financial solutions. For 40 years we have delivered a reliable and consistent service where our process-driven strategies enable our clients to meet their objectives.

Job tasks and responsibilities

Reporting to the Practice Manager, your tasks will include but not be limited to:

Client Service:

• Making Client appointments and managing Adviser's diaries
• Maintenance of Xplan database
• Liaising with Fund Managers and Insurance providers to collect and submit information 
• Ensure client files are compliant
• Admin support to Adviser and other team members.

Office Admin:

• First point of contact for all incoming communication, including calls and welcoming clients
• Smooth and efficient running of the front office 
• Filing and Scanning mail, managing office stationery and kitchen supplies
• Assistance with general office duties relating to marketing activities such as client mail outs, Christmas Cards, Client Seminars and other general duties supporting the office and clients.

Skills and experience

• Computer literate including hands on experience with Microsoft Word, Excel and Powerpoint systems.  
• Some financial planning software experience would be helpful.
• Building relationships and good work ethic
• Excellent telephone manner
• Excellent written and verbal communication skills
• Client Service focused
• Punctuality is essential for this role.
• Team Player

If this sounds like the perfect role for you, we invite you to apply.

Please note that only qualified applicants will be contacted in response to their application. Thank you for your understanding.