Graduate/Client Service Administrator

2 weeks ago

Sydney, New South Wales, Australia Bongiorno and Partners Full time $45,000 - $60,000 per year

About you:

You have strong communication skills and enjoy interacting with others.

You're flexible and positive – you handle challenges with ease and are always ready to lend a hand.

You're highly organised, enjoy ticking off tasks, and are proactive in tackling any new challenges that come your way.

You're excited to learn new software and are proficient in Excel and Microsoft Office.

You've recently graduated in Financial Planning or Finance and are eager to apply your knowledge in a professional setting.

About the role:

Bongiorno is a respected leader in the medical and dental fields, dedicated to delivering exceptional client service and long-term guidance. With almost 50 years of experience, we have built strong, lasting relationships with our clients through our expertise and commitment.

Founded in 1964, we were the first organisation in Australia to provide comprehensive financial coordination for medical and dental professionals. Since then, we have expanded our reach, opening our Sydney office in 1976.

We have an exciting opportunity for a Graduate to join our insurance team as a Client Service Administrator (CSA). The ideal candidate will have excellent verbal and written communication skills, attention to detail, and a strong ability to work well in a team. A positive attitude and a collaborative mindset are essential.

Responsibilities

  • Conduct risk comparisons and prepare quotations.
  • Follow up with clients, insurance companies, and paramedical services.
  • Update and manage client information in Xplan, APS, and other systems.
  • Support the Risk Adviser with diary management and coordination with the Para-planner.
  • Prepare client documents and handle general administrative tasks.

A bit more about us:

We take pride in our company culture and the friendly, supportive environment we've cultivated. We are selective in our hiring to ensure we maintain a positive atmosphere.

What we offer:

  • Flexible work options to promote work-life balance.
  • Opportunities for ongoing professional development through internal and external training.
  • A convenient location next to a transport hub.
  • Experience working within a niche medical market.
  • A friendly and supportive work environment.
  • Great pathways to promotion for those looking to grow in their career.

Experience and Skills:

  • A recent graduate in Financial Planning or Finance.
  • Strong verbal and written communication skills.
  • High attention to detail and a willingness to learn.
  • The ability to work effectively in a team environment.

We look forward to hearing from you

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