Financial Services Administrator

2 days ago

NewcastleMaitland, Australia beBeeFinancial Full time $55,000 - $75,000
About This Role

We are seeking experienced administrators from the financial services sector to join a growing team in Newcastle CBD.

  • Maintain accurate and compliant client records by ensuring all information is up-to-date and secure.

  • Prepare and organise documentation for adviser and client reviews, including reviewing and updating client information as necessary.

  • Assist Financial Planners in implementing recommendations for clients, providing administrative support to ensure seamless delivery of services.

  • Prepare and manage ongoing service agreements, ensuring timely renewal and review of contracts.

  • Update client information in the CRM and other systems to ensure smooth operations and efficient communication.

Key Responsibilities Include:

  • Strong compliance focus and attention to detail.

  • Analytical mindset with critical thinking and problem-solving ability.

  • Proficiency in Microsoft Office and client CRM's.

  • Strong written and verbal communication skills.

  • Organised with effective time management and the ability to meet deadlines.

Benefits

This role offers the chance to work in a welcoming Newcastle CBD office with opportunities for professional development and upskilling, paid parking, well-structured workflows, optional team-building and social events, and additional leave entitlements.

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