Client Services Admin

1 day 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_


  • Customer Service Admin

    9 months ago


    Sydney, Australia Robert Half Full time

    Looking to elevate your career? If you're ready to transition from retail or hospitality to the office scene, this opportunity is tailor-made for you! Our client is a growing, dynamic company in the insurance industry experiencing and is seeking a Customer Service Admin to join the Sydney team. Backed by a skilled team and a carefully vetted network of...


  • Sydney, Australia Molander Recruiting Full time

    Large, mid-tier consulting firm in Sydney CBD - Great opportunity for someone who would like to start their professional career within reception and administration - Excellent working culture with several employee benefits - Work-life-balance and further progression for their staff **The Client** This is a large firm with approximately 250 staff in the...

  • Junior Admin

    9 months ago


    Sydney, Australia talent focus Full time

    Southwest Sydney - Junior Admin - Immediate Start My client is a worldwide recognized logistics organisation and they are seeking a Junior Admin to join their team. **Duties**: - Generate warehouse reports for external and internal customers - Provide excellent customer service and liaise with clients and fellow colleagues - Process documentation...


  • Sydney, Australia CGL - Retail Services Full time

    **About Us** **CGL - Retail Services** is the retail marketing division of the Clemenger Group. With our two market-leading brands, **Creative Activation** and **Clemenger Field Marketing**, we offer unparalleled Sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping and auditing. **Creative...


  • Sydney, Australia Molander Recruiting Full time

    Long-standing accounting firm with three office locations in Sydney - Boutique firm with a friendly and professional team environment - Have you recently graduated and looking to start your accounting career? - Full-time or part-time 3-4 days per week **The Client** This is a boutique firm with a strong accounting team who takes pride in their long-lasting...


  • Sydney, Australia Labourpower Recruitment Services Full time

    Labourpower are looking for warehouse admins/general hands for our national client in Hoxton Park. This will be an immediate, ongoing role with five days a weeks expected availabilities. **To be successful for this role YOU MUST**: - Be available five days a week & immediately - Be able to use windows excel & other computer programs - SAP warehousing...

  • Admin-bookkeeper

    7 months ago


    Sydney, Australia MIRACLE HANDS PTY LTD Full time

    **Job Summary**: COMPUTER SKILLS COMMUNICATION SKILL ADMIN SKILLS PAYROLL SKILLS We are seeking an Admin-Bookkeeper in SYDNEY NSW for immediate start. Full time position. **About Us** Miracle Hands is designed to provide individuals and their families with the “best choice” for their home care needs. At Miracle Hands, the focus is on meeting...


  • Sydney, Australia ST&A Psychology Full time

    Do you want to join the psychology practice that is fast becoming the leading practice on the Northern Beaches of Sydney? - Do you value personal growth and development, commitment, gratitude, helpfulness, making a difference, respect, service, enthusiasm and willingness and support and compassion? - Do you want to help people change their lives and improve...

  • Admin Assistant

    6 days ago


    Sydney, Australia Perigon Group Full time

    Based in Sydney CBD - $30-$33 per hour + super - Immediate start Our client is a global Professional Services organisation on the lookout for a 3 week admin assistant to support their team. - Based in Sydney CBD - $30-$33 per hour + super - Immediate start **The Role**: Our client is a global Professional Services organisation on the lookout for a 3 week...


  • Sydney, Australia HAYS Full time

    **Your new company** A unique opportunity to work for highly respected national organisation.. **Your new role** - Use case management systems with a high level of attention to detail and accuracy to maintain accurate records. - Respond to written, in person and phone enquiries with a strong client service focus. - Provide high quality and consistent...


  • Sydney, Australia Curtis Partnership Full time

    Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) - Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) **The Company** Our Client is a dynamic and award-winning financial planning business located in the Northern Suburbs, with easy access to transport. Our Client has a reputation for...


  • Sydney, Australia Stitch Recruitment Full time

    Full time or part time options - CBD location - Part-time role up to $85,000 + super (dep exp) **The Company**: Our client is a highly successful business offering accounting, financial planning and lending services to their diverse client base. They offer a supportive work environment and training to ensure their employees are successful. They are...


  • Sydney, Australia Mayday Recruitment Full time

    MAYDAY Recruitment is currently looking for an ambitious Customer Service Administrator to join an organisation who provides an invaluable service to its customers. This is a fantastic opportunity for a driven an organised service professional to work for an award winning national sustainable energy Engineering, Procurement and Construction company. You...

  • Admin Staff

    7 months ago


    Sydney, Australia Labour Hire and Recruitment Full time

    $40-$50 P/H - FLEXIBLE HOURS (IF NEED BE) - NATIONWIDE COMPANY Our client is seeking the services of dedicated admin staff who will be trained in full on the day to day tasks required. Hours are flexible and our client provides a great working environment and most importantly, job security. You will be required to perform general admin tasks day to day and...

  • Admin Clerk

    7 months ago


    Sydney, Australia MOBILE PSYCHOLOGICAL SERVICES Full time

    **Job Summary**: Living in Australia (CAMPBELLTOWN NSW) Attention to Detail Excellent communication Skills We are seeking an ADMIN CLERK in CAMPBELLTOWN NSW. **Responsibilities**: - Data entry - Filing and record keeping - Correspondence and Communication - Document preparation - Inventory management - Scheduling and coordination - General office...


  • Sydney Central Business District, Australia HAYS Full time

    Work for a leading law firm who support long-term career opportunities! **Your new company** Based in the Sydney CBD, A national leading law firm specialising in personal injury claims and matters that affect Australians. They are passionate about driving consistency and operational efficiencies to provide a leading client service experience. This...


  • Sydney, Australia Global Loan Agency Services Limited Full time

    Client Services, Loans Agency Administrator Client Services, Loan Agency Administrator Location: Sydney, Australia **Salary**: Competitive Work Type: Hybrid Working The role of Client Services, Loan Agency Administrator Client Services are responsible for managing and processing all operational aspects of GLAS client transactions within specific...

  • Splunk Sme Admin

    1 week ago


    Sydney, Australia XPT Software Australia PTY Ltd Full time

    **About us**: **About XPT** - XPT Software Australia PTY Ltd, incorporated in 2016, is a Software Services company - XPT works with top clients across Australia in Banking, Insurance, Telecom, Retail, Energy, Mining and Manufacturing domains. - We have 120+ technocrats in Australia working at our client locations. - XPT Software Australia is part of group...

  • Design Office Admin

    6 days ago


    Sydney, Australia Otto Design Interiors Full time

    We an Interior Design Practice looking for an OFFICE ADMIN to join and support our team. Ideally you will have had a background in Interior design and are looking for an ADMIN role. We have been in the industry for over 30 years, specializing in Retail & Hospitality Design with a well established client base and an amazing range of projects. We are a small...


  • Sydney, Australia Boston Consulting Group Full time

    **WHAT YOU'LL DO**: Reporting to the Sydney Operations Services Senior Manager, the Client Services Assistant will work effectively as part of the Client Services Team, to carry out a diverse range of office and administration tasks to ensure the seamless running of daily operations. Responsibilities will include coordinating office logistics, meeting room...