Client Service Administrator
4 days ago
Company Description
Bongiorno & Partners (NSW) Pty Ltd has been a market leader in the medical and dental fields for nearly 50 years. Established in 1964, Bongiorno was the first organization in Australia to coordinate the financial affairs of medical and dental professionals, with our Sydney office opening in 1976. We are known for our continuity of expertise and commitment to long-term client guidance. Bongiorno specializes in taxation, finance, insurance, and financial planning to simplify complex financial matters for medical and dental professionals.
Role Description
This is a full-time hybrid role for a Client Service Administrator located in Edgecliff, Sydney, NSW. The role involves managing client services, providing administrative support, handling communications, and assisting with financial planning tasks. Daily tasks include responding to client inquiries, scheduling appointments, maintaining client records, and supporting the Financial Adviser. Some work-from-home is acceptable, offering flexibility in the job.
Qualifications
- Client Services and Customer Service skills
- Strong Communication skills
- Experience in Financial Planning tasks
- Administrative Assistance skills
- Excellent organizational and time management abilities
- Proficiency in XPlan & MyProsperity is advantageou
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