Client Services Administrator
3 weeks ago
About Findex
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- We're a dynamic and bold business that values a client-first approach.
Our Culture
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- We empower our people to operate from wherever they find themselves most engaged, productive, and collaborative.
The Role
">We have an exciting opportunity for a motivated and self-driven Client Services Officer to join our team in Geelong. As a key member of our Financial Services team, you'll be responsible for delivering exceptional customer service and administrative support to our Advisers.
">Your Responsibilities
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- You'll prepare accurately reconciled client review reporting for Advisers, liaise with fund managers, and maintain client portfolios through financial planning software.">
- You'll book appointments, manage documents, handle data entry, and provide general administrative support.">
- You'll deliver quality service and outputs to clients in both written and verbal form.">
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- You'll work collaboratively with the team to ensure smooth workflow and efficient operations.">
- You'll proactively identify opportunities to improve processes and contribute to a culture of continuous improvement.">
About You
">To succeed in this role, you'll need:
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- Experience delivering exceptional Client Services and a genuine interest in Financial Planning.">
- Excellent client and stakeholder relationship management skills.">
- Top-notch attention to detail and organisational skills.">
- A genuine team player with the ability to empower others to learn and develop.">
What We Offer
">In return for your hard work and dedication, we offer:
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- A competitive salary of $60,000 - $70,000 per annum (dependent on experience).">
- A comprehensive training program, including a dedicated buddy to support your transition into the role.">
- Ongoing training and development opportunities to enhance your skills and career prospects.">
- A supportive and collaborative team environment that values diversity, inclusivity, and employee well-being.">
How to Apply
">If you're passionate about delivering exceptional customer experiences and are looking for a challenging and rewarding role, please submit your application via our careers page.
">Note: Only candidates with valid working rights within Australia will be considered.
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