Business Services Assistant

7 days ago

Newcastle, New South Wales, Australia beBeeFinancial Full time $60,000 - $80,000
Administrative Support Role 

We are seeking an experienced administrator to join our team in Newcastle's CBD.

This is a hands-on, fast-paced role where you will provide administrative support to multiple Financial Advisers, while enjoying a structured workflow and well-established processes.

  • Maintain accurate and compliant client records.
  • Prepare and organise documentation for adviser and client reviews.
  • Assist Financial Planners in implementing recommendations for clients.
  • Prepare and manage ongoing service agreements.
  • Update client information in the CRM and other systems to ensure smooth operations.

 

Key Responsibilities:
  1. Maintain accurate and compliant client records.
  2. Prepare and organise documentation for adviser and client reviews.
  3. Assist Financial Planners in implementing recommendations for clients.
  4. Prepare and manage ongoing service agreements.
  5. Update client information in the CRM and other systems to ensure smooth operations.

 

Required Skills and Qualifications:
  • Minimum 2 years' experience in a client service admin position.
  • 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 for a supportive employer in a welcoming Newcastle CBD office. You will enjoy opportunities for professional development and upskilling, paid parking, well-structured workflows, optional team-building and social events, and additional leave entitlements all designed to help you thrive in your role and grow your career.

 

What We Offer:

At [Company Name], we foster a collaborative and professional team culture. Based in Newcastle's CBD, this firm takes a holistic approach to supporting private clients in achieving their financial goals. They deliver a suite of financial services to valued clients across the country.

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