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Client Services Administrator

2 weeks ago

Sydney CBD, New South Wales, Australia Fiducian Financial Services Full time $60,000 - $80,000 per year

Are you a detail-oriented and highly organised professional? Do you thrive in a fast-paced environment and possess exceptional communication skills? If so, we have an exciting opportunity for you to join our team as a Client Services Administrator.

About the Role

In this role, you will be responsible for efficiently processing and completing all platform-related administrative functions, including superannuation, investment, and income transactions.

Your contributions will play a crucial role in delivering outstanding client service and maintaining client satisfaction. Your exceptional communication skills and ability to work effectively in a team environment will be vital to providing excellent client service.

Key Responsibilities

  • Process applications, contributions, rollovers, switches, and withdrawals accurately and in a timely manner.
  • Handle insurance and income stream (pensions) processing efficiently, ensuring compliance with relevant regulations and guidelines.
  • Manage investment transactions, including purchases, sales, corporate actions, and income, with meticulous attention to detail.
  • Process daily mail and work, including scanning and indexing documents to maintain an organised and accessible filing system.
  • Update clients' portfolios with superannuation and investment-related transactions, ensuring accurate and up-to-date records.
  • Reconcile portfolios, including cash and holdings, to maintain data integrity and provide accurate reports to stakeholders.
  • Ensure that phone inquiries from both clients and advisers are promptly and professionally addressed, providing knowledgeable assistance and resolving issues effectively.
  • Liaise with clients, advisers, custodians, brokers, and fund managers, fostering positive relationships and facilitating seamless communication.
  • Contribute to miscellaneous projects as assigned, demonstrating adaptability and the ability to manage multiple priorities.
  • Perform any additional tasks required by the manager to support team objectives and overall operational efficiency.

Desired Qualifications and Competencies

  • A minimum of 2 years of relevant experience in a comparable position.
  • Applicable academic and industry background.
  • Proficiency in investments and market understanding.
  • Advanced proficiency in Microsoft Word and Excel.
  • Excellent written and verbal communication abilities.
  • Aptitude for collaborating effectively in a team setting.
  • Robust analytical, numerical, problem-solving, and time management skills.

If you are looking for an exciting opportunity to contribute to a dynamic team and possess the required skills and experience, we encourage you to apply.

We offer a competitive salary package and a supportive work environment where your contributions will be recognised and rewarded.

To apply, click on the "QUICK APPLY" button and submit your resume and cover letter outlining your suitability for the role.

We look forward to reviewing your application and discussing how you can contribute to our organisation's success as a Client Services Administrator.

Immediate start is available for the successful candidate.

Only candidates eligible to work in Australia will be considered.

Only shortlisted candidates that meet the position criteria and requirements will be contacted.