Client Service Administrator

5 hours ago

Melbourne, Victoria, Australia Accru Full time

On the job training & mentoring
- Fantastic team and friendly, vibrant nurturing culture
- Role may suite someone looking to kick start a career in admin or perhaps a return to work parent.

**The role**

We have a fantastic opportunity for an administration professional to join us in the role of Client Services Administrator (CSA). Working alongside two other CSA's, you will manage the service and administrative workflow requirements and tasks of our financial planning team.

**Why join us?**

We offer a great culture and working environment, other benefits include:

- Social Club and regular social events;
- Ongoing training;
- Health and well-being program including subsidised gym memberships;
- Career advancement opportunities; and more

**In this busy, varied role, you will be responsible for**:

- Processing mail, filing, scanning, database maintenance and phone calls;
- Preparing letters, correspondence and reports for clients and third parties;
- Actively engaging with the new client onboarding process;
- Coordinating mailouts;
- Liaising with our accounting team;
- Arranging meetings for financial advisers;
- Assisting the team to follow-up documents from clients;
- Directly assisting clients with administrative tasks;
- Share trading and more

**To be successful / considered you will have the following traits and skills**:

- Time management and organisational abilities;
- Excellent communication and the ability to build rapport with team members and clients;
- Strong attention to detail;
- Ability to work collaboratively as part of a team;
- Experience providing admin support to a team (preferred but not essential).

**Experience with the following technology is desirable**:

- Office 365 - Intermediate Level
- Microsoft Teams

**To apply**:
Applications may be addressed to Kate Cain, People & Culture Advisor.

The successful applicant will be required to undergo a criminal record check.

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