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Client Services Administrator
1 week ago
Full-time permanent position | Located in Wayville | Attractive renumeration
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Provide effective administrative support to the Client Services Team
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Join a cohesive organisation with the opportunity for career progression
About the company
FinSec Partners is a financial planning and advisory firm that has been assisting South Australians with their financial advice requirements for over thirty years.
Specialising in Self Managed Super Funds, UK Pension Transfers, Risk Management and Wealth Creation, this team of financial professionals provide quality advice and service to their well-established clients.
Due to continued growth, an opportunity is now presenting for a Client Service Administrator to join their close-knit team.About the role
As the Client Service Administrator, you will report directly to the Team Leader, Client Service and will be responsible for providing efficient administrative support to the Client Services Team and Advisors.
Duties
- Workflow management
- Prepare client documents and confirm client appointments
- Database management and maintenance
- Liaise with providers
- Data collection management
- Reception relief and perform adhoc duties including scanning, filing and the distribution of mail
Skills & experience
- Previous experience within a professional services environment
- Previous experience supporting a team
- Effective communication and interpersonal skills
- A genuine and personalised approach to customer service
- Advanced computer skills
- Strong database management skills
- Impeccable attention to detail
- Studies in Financial Planning, Accounting or Commerce desirable but not essential
Culture & benefits
- Strong staff retention
- Longstanding business relationships that span over 30 years
- Progressive and positive culture
- Career development opportunities
- Unique opportunity to join a growing and cohesive team where your contribution and support will be acknowledged and valued
How to Apply
- Sector:
- Accounting, Finance & Banking,
- Contract type:
- Permanent
- Location:
- Wayville
- Job Reference:
- JO
- Contact name:
- Joanna Slaven
- Job published:
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