Client Services Administrator
EARN $60000 - $70000 Super Based On Experience
Join A Boutique Financial Planning Practice In Canberra
Entry-Level Opportunity With Full Training & Career Growth
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:
- Previous administration reception customer service or office support experience
- 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
Whats in it for You
- Full Training & Ongoing Career Development
- Entry Into The Financial Services Industry
- 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 or Part-Time Role With Immediate Start
Apply today and dont miss out on starting this opportunity as soon as possible!
Required Experience:
Unclear Seniority
Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 60000 - 70000