Client Services Administrator

3 weeks ago


Geelong, Victoria, Australia Findex Full time

About Findex

">
  • ">
  • We're a dynamic and bold business that values a client-first approach.
">

Our Culture

">
  • ">
  • 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

">
  • ">
  • 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.">
    • ">
    • 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:

">
  • ">
  • 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:

">
  • ">
  • 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.



  • Geelong, Victoria, Australia Findex Full time

    About the RoleWe are seeking an experienced Client Service Liaison to join our team at Findex. As a key member of our Client Services team, you will be responsible for providing exceptional client service and administrative support to our team of Financial Advisers.Key ResponsibilitiesPrepare accurately reconciled client review reporting for Advisers.Liaise...


  • North Geelong, Victoria, Australia gforce employment + recruitment Full time

    About this role:The Administrative Services Coordinator will play a pivotal part in the day-to-day operations of our clients small electrical company, ensuring seamless workflow and effective communication within the team and with clients. This position requires strong organisational skills, attention to detail, and the ability to multitask and take...

  • Audit Manager

    3 weeks ago


    Geelong, Victoria, Australia Findex Full time

    Job SummaryWe are seeking an experienced Audit Manager to join our team in Geelong. As a key member of our audit team, you will lead engagements, develop and implement audit strategies, and work closely with clients to deliver high-quality services.


  • North Geelong, Victoria, Australia Geelong Property Hub Full time

    At Geelong Property Hub, we're seeking a Client Relationships Manager to be the welcoming face of our department.As a key member of our team, you'll play a crucial role in ensuring our department runs smoothly. You'll be the first point of contact for incoming inquiries, directing them with efficiency and grace.Key responsibilities include:Effective time...


  • North Geelong, Victoria, Australia City of Greater Geelong Full time

    About UsThe City of Greater Geelong is a community-focused workplace on Wadawurrung Country, delivering over 130 services to our growing population. We strive to make our city a great place to live, work, and study.Job OverviewThis Administrative Services Specialist role will play a key part in supporting the strategic objectives of Building Services. You...


  • Geelong, Victoria, Australia Findex Full time

    About FindexFindex is a big and bold business that values a client-first approach. We adopt a dynamic working environment, empowering our people to operate from wherever they find themselves most engaged, productive, and collaborative.Our TeamWe have a wealth of knowledge in Customer Services and financial planning. Our team is supportive, positive, and...


  • Geelong, Victoria, Australia Nick Scali Full time

    We are seeking a highly motivated Client Solutions Representative to join our team in Geelong. This role involves providing exceptional customer service and product knowledge to drive sales opportunities and ensure customers have a memorable experience.The ideal candidate will be responsible for delivering outstanding customer experiences, utilizing their...


  • North Geelong, Victoria, Australia Randstad Full time

    Overview:Randstad is a leading recruitment agency that specializes in connecting professionals with exciting job opportunities. Salary: $39 per hour Job Description:We are currently seeking an experienced Administrative Specialist to join our team on a part-time basis. As an Administrative Specialist, you will be responsible for supporting the Medical...


  • North Geelong, Victoria, Australia gforce employment + recruitment Full time

    About the role:As an Administrative Operations Coordinator at gforce employment + recruitment, you will play a crucial role in supporting our business operations.The ideal candidate will have experience in office management, excellent communication skills, and a basic understanding of electrical services and invoicing processes.Competitive weekly pay is AUD...


  • North Geelong, Victoria, Australia Lake Imaging Full time

    **About Us**Lake Imaging is a leading provider of BreastScreen Victoria Services, offering a unique opportunity to make a difference in the lives of women and gender diverse individuals.We are seeking a Part-Time Medical Receptionist & Data Administrator based at our BreastScreen Service in Geelong, working 24 hours per week, across 3 days. As the face of...


  • North Geelong, Victoria, Australia Workforce Extensions Full time

    About Workforce Extensions:">Workforce Extensions is a dynamic and growing organisation seeking a highly skilled Accounting and Financial Administrator to join our team. Our company values integrity, professionalism, and excellent customer service, and we are committed to providing a stable and supportive work environment for our staff.">Salary:">The...


  • Geelong, Victoria, Australia The Salvation Army Full time

    About the RoleWe are seeking a dedicated and proactive Client Support Specialist to provide case management services to individuals experiencing homelessness or at risk of homelessness.This is a fixed-term, full-time position based in Geelong, VIC, with a salary of $60,000 - $70,000 per annum, plus benefits, in accordance with the SCHADS Award Level 5.Key...


  • Geelong, Victoria, Australia FedEx Full time

    About the RoleWe are seeking a skilled Operations Support Agent to join our Geelong team. As an integral part of our operations, you will play a vital role in delivering exceptional customer service and ensuring the smooth movement of freight.Key ResponsibilitiesFreight sorting and movement: You will be responsible for safely managing and internally moving...


  • North Geelong, Victoria, Australia Lake Imaging Full time

    About the RoleWe are seeking a Part-Time Medical Receptionist & Data Administrator based at our BreastScreen Service in Myers Street, Geelong, working 24 hours per week, across 3 days (Monday, Wednesday & Friday). As the face of Lake Imaging, you will provide high standards of services to our patients by maintaining accurate BreastScreen results and...


  • North Geelong, Victoria, Australia gforce employment + recruitment Full time

    About the RoleThe Office Manager will play a pivotal role in ensuring efficient workflow and effective communication within our clients small electrical company. Strong organisational skills, attention to detail, and the ability to multitask and take initiative are essential requirements.This position requires experience in office management, excellent...


  • North Geelong, Victoria, Australia Randstad Full time

    About the RoleRandstad is currently partnering with a local Geelong Client to find a Governance Administrator on a temporary assignment for six months, providing efficient and confidential administrative support to the Governance branch.Key Responsibilities:Coordinating and preparing program materials, briefing papers, and reports, and taking minutes during...


  • North Geelong, Victoria, Australia Consolidated Property Services Full time

    About the RoleWe are seeking dedicated individuals to join our team of cleaners at Consolidated Property Services. As a customer-focused cleaner, you will be responsible for delivering high-quality cleaning services to our clients.Key Responsibilities:General cleaning of designated areas, including scrubbing, dusting, and mopping;The removal of rubbish from...


  • North Geelong, Victoria, Australia Chandler Macleod Full time

    About the CompanyChandler Macleod is a leading Federal government agency that supports Australians in achieving their goals and living a better life. Their work has a significant impact on the social sector, and this role offers a unique opportunity to contribute to their mission.LocationThe assigned location for this position will be Geelong, Wendouree, or...


  • North Geelong, Victoria, Australia Valsoft Corporation Full time

    We are seeking a Customer Success and Administration Specialist to join our team at Forms Express, a premier provider of document management solutions. This role plays a key part in supporting local government clients, managing customer inquiries, and coordinating with our operations team to ensure seamless service delivery.About the Role: As a Customer...


  • North Geelong, Victoria, Australia Zone IT Solutions Full time

    We are an innovative Recruitment Company in Australia, specialising in Digital, ERP and larger IT Services. Our company is expanding and we need an enthusiastic Administrative Support Professional to join our team.Key Responsibilities:Provide exceptional support to job seekers through phone and email inquiriesCoordinate interview requests and calendar...