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Financial Services Administrator

1 month ago

Ballarat, Victoria, Australia Findex Full time

We are seeking a highly motivated and organized Financial Services Administrator to join our team in Ballarat. As a key member of our Client Services team, you will play a critical role in supporting our Financial Advisers and ensuring the efficient management of client relationships.

Your primary responsibilities will include preparing accurately reconciled client review reports, liaising with fund managers to maintain client portfolios, booking appointments, and delivering general administrative support. You will also be responsible for delivering high-quality service and outputs to clients in both written and verbal form.

As a Financial Services Administrator, you will have the opportunity to grow your career within a dynamic and supportive team environment. We offer comprehensive training, including a dedicated buddy program, to ensure your success in this role.

In return for your hard work and dedication, we offer a competitive salary range of $60,000 - $80,000 per annum, depending on experience. This is a 12-month, full-time opportunity based in our Ballarat office.

You will thrive in this role if you possess excellent client and stakeholder relationship management skills, top-notch attention to detail, and organizational skills. A genuine team player with the ability to empower others to learn and develop will be highly valued.

Our team at Findex is passionate about delivering quality service and has a wealth of knowledge in Client Services and financial planning. We adopt a dynamic working environment that empowers our people to operate from wherever they find themselves most engaged, productive, and collaborative.

We value diversity and are committed to creating an inclusive environment for all employees. If you would like to be a part of a big and bold business who values a client-first approach, then we want to hear from you.