Client Administrator

1 week ago


West Perth, Australia bdhSterling Full time

**Client Administrator**

At bdhSterling, we are dedicated to delivering exceptional financial planning and advisory services. We are currently seeking a detail-oriented and proactive Client Administrator to join our specialist Pension Transfers Team.

**Main Purpose**:
As a Client Administrator, you will play a pivotal role in supporting our business operations by successfully transferring UK pensions to Australia on behalf of our clients. You will collaborate closely with providers in both the UK and Australia, as well as various internal departments, ensuring the smooth and secure delivery of clients’ funds. Throughout the transfer journey, you will maintain regular communication with clients, building strong relationships and ensuring their satisfaction.

**Key Responsibilities**
- Client Support: Prepare and implement pension transfer paperwork, arrange and verify pension benefit requests, and assist clients through in-person or video meetings.
- Process Management: Chase pension transfers from ceding schemes in the UK, prepare calculations for transfers, and arrange disinvestments on behalf of clients.
- Communication: Regularly update clients on their transfer status, confirm receipt of payments, and ensure ongoing investments.
- Relationship Building: Manage and strengthen relationships with service providers and clients, ensuring exceptional service delivery.

**Behaviours Required**
- Teamwork: Collaborate enthusiastically with colleagues, sharing ideas and knowledge to achieve the Company’s goals.
- Continuous Improvement: Strive to innovate and enhance our services, meeting the highest standards of client expectations.
- Integrity: Uphold personal integrity and professionalism, fostering trust and confidence with our clients.

**Functional / Technical Skills**:
**Essential**:

- Excellent grammar, spelling, and written communication skills.
- Confident phone manner and strong interpersonal skills.
- Proficiency in Microsoft Word and Excel.
- High attention to detail and accuracy.
- Ability to work well in a team, including remotely.
- Effective time management and prioritization of workloads.

**Desirable**:

- UK or Australian Financial services qualifications, or currently working towards them.
- Experience in the UK Financial Services industry, particularly pensions.
- Background in a Financial Advisory Practice.
- Experience with pensions, superannuation, investments, or insurance.
- Administration and customer service experience.

**Why bdhSterling?**

At bdhSterling, we value each team member's contribution and are committed to providing a supportive and dynamic work environment. We encourage continuous professional growth and improvement, ensuring that our team remains at the forefront of the financial planning industry.

If you are ready to take on a challenging and rewarding role, we want to hear from you. Join us at bdhSterling and become a key player in delivering unparalleled financial services to our clients.



  • West Perth, Australia WT Partners Full time

    **Client Services Administrator** **Location**: West Perth **Join a Growing, Supportive Team Where You Matter!** Are you looking to advance your career in a dynamic and friendly accounting office? We’re seeking a **Client Services Administrator** to join our team in West Perth. **What We Offer**: - **A supportive environment**: Be part of a welcoming...


  • West Perth, Australia Advanced Search Group Full time

    A firm that employs staff who are friendly and great with people. - Work for a down to earth bunch of people who care. - Flexible and family friendly - it's no wonder no one leaves. THE COMPANY Our client was established more than 30 years ago and has grown organically through referrals and recommendations and by simply taking care of their clients. They...


  • West Perth, Australia Page Personnel Full time

    Full time 8am - 4pm - Opportunity for career progression **About Our Client**: Join a highly regarded private wealth firm with a supportive and social culture. You will be provided ample opportunities for development and join a team of people who value the support you provide. Day to day duties involve: - First point of call for client enquires. - Liaise...

  • Client Administrator

    2 weeks ago


    Perth, Western Australia Bdhsterling Full time

    Are you a superannuation administrator, or do you have experience in other areas of financial services? Are looking for your next challenge and have considered wealth planning?Do you want to work in a Global financial services company who believe that its employees are just as important as its clients?Any transferable skills from working within...


  • Perth, Western Australia beBeeProject Administrator Full time $104,000 - $130,878

    We are seeking a highly organized and communicative professional to support our project teams in West Perth. This is an initial 12-month contract with the possibility of extension.Key Responsibilities:Provide administrative support to Project and Operations Management as required.Guarantee efficient administration duties and service to the team.Track and...

  • Client Administrator

    2 weeks ago


    Perth, Western Australia Bdhsterling Full time

    Are you a superannuation administrator, or do you have experience in other areas of financial services? Are looking for your next challenge and have considered wealth planning?Do you want to work in a Global financial services company who believe that its employees are just as important as its clients?Any transferable skills from working within...

  • Client Administrator

    2 weeks ago


    Perth, Western Australia Bdhsterling Full time

    Are you looking to step into the world of financial services? We have an exciting opportunity for a Client Administrator to join our team at bdhSterling during a fixed-term period. This position offers a fantastic chance to gain valuable experience and insight into the dynamic field of finance.**Key Responsibilities**:The Client Administrator will be...


  • Perth, Western Australia beBeeClient Full time $60,000 - $80,000

    Job OpportunityWe are seeking a highly skilled Client Services Coordinator to join our team. As a key member of our Directorship and HR/Senior Management team, you will be responsible for providing exceptional customer service and administrative support to our clients.Key Responsibilities:Customer Service and Administration SupportMaintaining client...


  • Perth, Western Australia Quantum Accounting and Advisory Pty Ltd Full time $70,000 - $120,000 per year

    About the roleWe are seeking a dedicated and experienced Client Service Administrator/EA to join the dynamic team at Quantum Accounting and Advisory Pty Ltd. This full-time or part-time role is based in our Osborne Park, WA office and will provide vital administrative and executive support to our respected accountants.What you'll be doingProviding a high...


  • Perth, Western Australia The Trustee For Bkb Family Trust Full time

    About the roleWe are seeking an experienced Administration/Client Liaison to join our dynamic team at The trustee for BKB Family Trust (Down to Earth Training and Assessing) in Rockingham, WA.In this full-time role, you will be responsible for providing high-quality administrative and client support to ensure the smooth running of our operations.What you'll...