Client Services Administrator

1 week ago

Melbourne, Australia PGA Advisory Full time

**The Role**:

- Client Database Management including creating new client files and updating existing client details;
- Answering and directing phone calls and dealing with client queries in a professional manner;
- Assisting the Senior Financial Adviser and Client Services Manager with contract administration and onboarding clients
- Management of correspondence with clients, conveyancers, builders, finance brokers etc;
- General administrative duties including processing mail, setting up meeting rooms, scanning etc.

**To be considered for this role you MUST demonstrate**:

- Experience within an administrative role with a minimum of 12 months experience, within Financial Services or Property field preferential
- Intermediate level of Microsoft suite;
- Exceptional interpersonal and communication skills;
- Work well within a team environment, have a client focus in everything you do, strong attention to detail together with strong organisational skills;
- Enthusiasm and a proactive approach with the ability to take responsibility, initiative and accountability when completing tasks;
- Ability to prioritise tasks, multi-task and shift focus when required

**About PGA Advisory**

Since 2016, our team at PGA Advisory have assisted hundreds of people to build wealth through property investment. We work diligently to secure cash flow positive property for our clients
- properties that outperform market averages in both capital growth and rental yield.

We approach property investment as a science. Our team is constantly analysing detailed property trends to uncover complex data that gives us the insight to make accurate predictions and identify high-growth locations across Australia. We have exclusive access to off-market properties in addition to a nationwide network of industry experts who work with us to get the ideal results for you.

Finding the right investment is often a lengthy and stressful process
- we take care of all of the hard work for you. From beginning to end, we are there to guide the way, providing mentorship and tailored strategies for a stress-free and profitable property journey. Whether our clients have invested to pay down their mortgage faster, to retire early or comfortably, to pay less income tax, or to leave a legacy for their families, we’ve seen the incredible opportunities that specific areas within Australia’s property market have to offer.

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