Client Services Admin

2 weeks ago


Sydney, Australia DCL Recruitment Full time

Use your above average admin and coordination skills in this challenging and rewarding role

Kick Start your Career in the Financial Services Sector

**Our Client** is a well established and successful Financial Planning firm with a strong professional reputation offering a high performing, progressive and supportive team environment.

**The Role**
Working within a positive and autonomous environment as part of the Client Services Team you will be providing Front Office Client Service Support as well as assisting with administration duties in the daily running of the office.

**Responsibilities**:

- Management of daily office logistics - diary management, client bookings and meeting management
- Manage the client review schedule, booking in and following up with clients
- Assisting with the preparation and management of client review reporting
- Updating and managing workflows, onboarding new clients and providing admin support for existing clients
- Update and maintain client records in the CRM system
- Daily general office duties and participate in any ad hoc projects

**Skills & Experience -**
Above average customer service and interpersonal skills
- Clear effective communication both written and verbal
- Deadline driven with high attention to detail
- Team player and a self starter with the ability to work in fast paced environment
- Organised with the ability to multi task across a wide range of responsibilities
- Word/Excel/PowerPoint and Outlook

**To be successful you will have a positive, proactive and professional approach to your team and to clients**

**_Dee Why Location_**
**_Role offering Career Opportunities_**
**_Perfect for a multi tasker who enjoys positive client interaction and likes to be challenged_**
**_8.30 am to 5.00 pm or 9.00 am to 5.30 pm Monday to Friday _**
**_Office Based with some flexibility to work 1 day per week from home_**
**_Close to public transport and shops_



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