Senior Client Administrator

2 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, document management skills, and effective communication skills.

Responsibilities include:

  • Actioning letters of authority and transfer of authority
  • Maintenance of comprehensive client information within back-office systems
  • Collaboration with internal teams and external professionals
  • Document management and accurate record keeping
  • Supporting financial planners in pipeline business management

Benefits include 28 days holiday, private medical insurance, group income protection, and more.

A competitive salary and up to 10% annual bonus are available, along with opportunities for professional development and career advancement.

In this role you will be working on a daily basis with Financial Planners to ensure a seamless client experience. The successful applicant will need to be confident in their ability to manage multiple tasks, prioritise workload and meet deadlines.

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