Client Services

1 week ago

Sydney, New South Wales, Australia Private Advertiser Full time $70,000 - $120,000 per year

Are you reliable, highly organised, and passionate about delivering exceptional client service and administrative support? We're looking for a proactive and experienced professional to join our reputable and unique financial planning firm in a dual role that combines Client Service and Administrative Assistant responsibilities.

This is a rare opportunity to work closely with a high-performing team and make a meaningful impact on our client experience and operational efficiency.


About the Role

You will be the first point of contact for clients and a key support to our advisers and team members. Your role will span both client service and administrative functions, ensuring smooth day-to-day operations and outstanding service delivery.


Key Responsibilities

Client Service Duties:

  • Implement advice recommendations for clients
  • Initiate, lodge, and monitor client applications, asset transfers, rollovers, and other transactions
  • Prepare and maintain client records, files, and correspondence
  • Support advisers in preparing client reviews, scheduling meetings, and producing accurate reports
  • Liaise with third parties regarding client matters
  • Build and maintain strong client relationships through exceptional service

Administrative Duties:

  • Answer incoming calls and welcome clients to the office
  • Manage incoming postal and electronic mail
  • Perform data entry and maintain records across multiple platforms
  • Complete and submit various types of applications accurately
  • Print, bind, scan, and file documents
  • Monitor and manage office supplies and stationery
  • Perform general clerical duties as required

Skills & Experience

  • Minimum 2–3 years of experience in a similar client service administrative role
  • Proven ability to deliver exemplary client service
  • Strong written and verbal communication skills
  • High attention to detail and accuracy
  • Excellent time management and multitasking abilities
  • Proficiency in Microsoft Office Suite.
  • Experience with Xplan is desirable but not essential
  • Ability to multitask, prioritise, and work independently
  • Professional presentation and a positive, proactive attitude
  • Full working rights in Australia and ability to pass background checks

What We Offer

  • Supportive, high-performing team
  • Monday to Friday, 8:30 am – 5:00 pm
  • Office-based role in Epping (no remote work)
  • A chance to contribute meaningfully to a respected financial planning firm

If this sounds like the opportunity you've been looking for, we'd love to hear from you. Please send us your resume – we look forward to meeting you

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