Client Service Administrator

Summary about this job

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

• Located in centre of Sydney CBD
• Boutique financial planning practice
• Great team environment

If you like variety and a great team environment where each day is busy and tasks are varied, then this fantastic opportunity is the one you have been waiting for.

We are a boutique financial planning practice dedicated to providing professional advice to individuals.  We recognise that the quality of our people is the key to our success.

We are looking for an enthusiastic professional to join our team and be the first point of contact for our clients.

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

• Prepare client review reports and fee disclosure statements
• Client communication management
• Client administration support
• Marketing co-ordination
• Greeting clients on arrival
• Answering the telephone and directing to team members accordingly
• Managing office stationery and supplies

We are offering an opportunity to develop and grow with this company.  Previous experience in financial services industry will be viewed favourably but not essential. Salary negotiable based on experience.

Must haves for this role are: 

• Strong organisational skills with attention to detail
• Able to juggle multiple tasks and prioritise
• Proficiency in MS Word, Excel, and Outlook
• Outstanding communication skills
• Warm, mature, and professional attitude
• Willingness to learn

If this sounds like the perfect role for you, then please apply below or alternatively forward your resume to [email protected].

We thank you in advance for your application.  Only qualified applicants will be contacted in response to their application.  Thank you for your understanding.