
Client Services Administrator
2 weeks ago
**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.
-
Client Services Administrator
1 week ago
Melbourne, Australia Charterhouse Full time**Client Services Administrator**: - **Boutique Financial Services Firm**: - **$75 + super + Bonus**: - **Supportive and growing culture** **About the Company** A great opportunity for an experienced Client Services Administrator who is looking to take the next step. Overseeing the day to day administration operations and supporting the administration...
-
Client Service Administrator
7 days ago
Melbourne, Australia Computershare Full timeLocation: Yarra Falls, Melbourne (Hybrid) In this position, you’ll be based in Yarra Falls Melbourne office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.coM/Flex. We give you a world of potential We have an exciting opportunity for...
-
Client Service Administrator
2 weeks ago
Melbourne, Australia Computershare Full time**Location: Abbotsford** This is a hybrid position primarily based in Abbotsford. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working. **We give you a world of...
-
Client Services Administrator
5 days ago
Port Melbourne, Australia Stowe Australia Full timeFull Time - Monday to Friday - RDO’s & Profit Share **Stowe Australia** is Australia’s leading provider of electrical and communications services. Operating as a family-owned company since 1910, Stowe Australia recognizes that our most important assets are our people. We currently have a service administrator position available within our Melbourne...
-
Client Services Administrator
5 days ago
Melbourne, Australia The Andersen Partnership Full timeTraining and progression offered - Friendly team and supportive company culture **ABOUT THE COMPANY** A reputable professional practice firm that values their team and the contribution they make to the overall success of the business, with a clear career path for the future. **ABOUT THE ROLE** You will be responsible for providing administrative support...
-
Client Services Administrator
2 weeks ago
Port Melbourne, Australia Stowe Australia Full timeFull Time - Monday to Friday - RDO’s & Profit Share **Stowe Australia** is Australia’s leading provider of electrical and communications services. Operating as a family-owned company since 1910, Stowe Australia recognizes that our most important assets are our people. We currently have a service administrator position available within our Melbourne...
-
Client Services Administrator
2 weeks ago
Port Melbourne, Australia Stowe Australia Full time**Client Services Administrator** - Full Time - Monday to Friday - RDO’s & Profit Share Stowe Australia is Australia’s leading provider of electrical and communications services. Operating as a family-owned company since 1910, Stowe Australia recognizes that our most important assets are our people. We currently have a reception position available...
-
Client Services Administrator
2 days ago
Melbourne, Australia Discounted Patios Full time**About Us** Discounted Patios Pty Ltd is Victorian based business that supplies Australian brands of steel patios, pergolas, verandahs & carports across the Melbourne Metropolitan areas. Our company prides itself on highly professional, timely & caring services to its clients an experienced Client Services Administrator. **The Position** This is a busy...
-
Client Services Administrator
2 weeks ago
Melbourne, Australia Perigon Group Full timeStart in early January! - Full Time Permanent Basis - Supportive and enthusiastic team Our client is a highly valued accounting and advisory firm with offices in Melbourne, Sydney & Auckland. They are currently looking for a Client Services Coordinator to join their Melbourne office on a full time, permanent basis. **The Role**: - Welcome clients &...
-
Client Services Administrator
6 days ago
Melbourne City Centre, Australia Corporate Travel Management Full time**About CTM** Corporate Travel Management (CTM) is a global leader in business travel management services. We drive savings, efficiency, safety and sustainability to businesses and their travelers in every corner of the world. Its proven business strategy combines personalised service excellence with client-facing technology solutions to deliver a return on...