Client Administration Professional

2 days ago

Newcastle, New South Wales, Australia beBeeAdministration Full time $55,000 - $80,000
Job Title: Client Administration ProfessionalAre you a skilled administrator looking for a challenging role in financial services? Do you have experience in client-facing administration and want to take your career to the next level?We are seeking an experienced Client Administration Professional to join our team in a dynamic environment.Key Responsibilities:
  • Maintain accurate and compliant client records, ensuring seamless data management and reporting.
  • Prepare and organise documentation for adviser and client reviews, demonstrating attention to detail and analytical skills.
  • Assist Financial Planners in implementing recommendations for clients, utilising effective communication and problem-solving abilities.
  • Prepare and manage ongoing service agreements, showcasing organisational and time management skills.
  • Update client information in CRM systems, guaranteeing smooth operations and high-quality customer service.
Requirements:
  • Minimum 2 years' experience in a client administration position, preferably in the financial services sector.
  • Strong compliance focus and attention to detail, with excellent analytical and critical thinking skills.
  • Proficiency in Microsoft Office and CRM systems, with the ability to learn new software quickly.
  • Excellent written and verbal communication skills, with the ability to build strong relationships with clients and colleagues.
  • Organised with effective time management and the ability to meet deadlines, prioritising tasks and managing workload efficiently.
What We Offer:

As a valued member of our team, you will enjoy opportunities for professional development, well-structured workflows, and optional team-building events. You will also benefit from additional leave entitlements, designed to support your work-life balance and career growth.

  • Client Service Professional

    5 days ago

    Newcastle, New South Wales, Australia beBeeAdministration Full time $60,000 - $80,000

    Administrative Support RoleWe are seeking experienced professionals with strong compliance knowledge and client service skills to join our team in Newcastle CBD.Maintain accurate and compliant recordsPrepare and organise documentation for reviewsAssist planners in implementing recommendationsManage ongoing service agreementsUpdate client information in CRM...

  • Professional Client Service Administrator

    1 day ago

    Newcastle, New South Wales, Australia beBeeClientService Full time $60,000 - $70,000

    Client Service Specialist OpportunityWe are seeking an experienced client service professional to join our team in Newcastle CBD. This is a hands-on, collaborative environment where you can make a real impact supporting Financial Planners and their clients.

  • Senior Client Administrator

    5 days ago

    Newcastle, New South Wales, Australia beBeeAdministrative Full time $80,000 - $120,000

    We are seeking an experienced administrator to support the implementation of advice services for our national client.This role offers a unique opportunity to join a dynamic company with a strong growth trajectory, excellent benefits, and a supportive work environment.The ideal candidate will have ownership and processing skills, collaboration abilities,...

  • Administration Professional

    6 days ago

    Newcastle, New South Wales, Australia beBeeAdministrative Full time $68,338 - $70,968

    Job DescriptionAs a key part of our admissions service, you will provide efficient and effective administrative support to ensure the smooth operation of our service. This includes accurate data input and records management, revenue management and billing tasks, and providing exceptional customer service to patients, families, and clinical teams.You will...

  • Exceptional Client Service Administrator

    6 days ago

    Newcastle, New South Wales, Australia beBeeAdministrative Full time $110,000 - $130,000

    Financial Planning Administrators play a vital role in supporting the delivery of exceptional client service.The primary responsibility is to ensure that all necessary information and documentation are available for Financial Planners to provide outstanding service.Key Responsibilities:Ownership of new business application processesProcess new business...

  • Administrative Professional

    4 days ago

    Newcastle, New South Wales, Australia beBeeAdministration Full time $68,338 - $70,468

    Key Roles for Effective Administrative SupportThe role of an administration officer is to provide high-quality support to healthcare professionals. As a key member of the multidisciplinary team, this person will be responsible for managing complex data, preparing patient medication letters, and coordinating outreach clinics.This individual will work closely...

  • Administrative Professional

    1 week ago

    Newcastle, New South Wales, Australia beBeeAdministration Full time $76,416 - $77,680

    Job RoleThis role is for a highly skilled administration professional to work within our healthcare service.Main ResponsibilitiesManage schedules and correspondence, ensuring sensitive matters are handled discreetly.Prepare reports and provide administrative support for meetings to maintain efficient operations.Support administrative functions across the...

  • Administrative Support Professional

    1 week ago

    Newcastle, New South Wales, Australia beBeeAdministration Full time $45,000 - $60,000

    We are seeking a highly organized and detail-oriented individual to fill an Administration Trainee role. This is an excellent opportunity for someone looking to gain valuable experience and develop their administrative skills.About the PositionThis position involves serving as the first point of contact for head office, greeting and welcoming students,...

  • Administrative Professional

    5 days ago

    Newcastle, New South Wales, Australia beBeeAdministrative Full time $65,000 - $83,000

    Job DetailsWe are seeking a highly skilled and detail-oriented administrative professional to join our team.This role provides vital support to ensure the smooth operation of our business.The successful candidate will be responsible for generating purchase orders, managing inventory, and coordinating with internal teams.They will also prepare reports,...

  • Client Service Coordinator

    1 week ago

    Newcastle, New South Wales, Australia beBeeAdministrative Full time $84,659 - $92,701

    Job Title:Legal and Client Support OfficerAbout the Role:The Legal and Client Support Officer, Clerk Grade 3/4 role plays a pivotal part in our administration division at a leading legal services provider.This position serves as an essential first point of contact for clients with complex legal and non-legal issues to determine and provide appropriate...