Client Services Administration - Must Have Worked In a Financial Planning Firm

About This Progressive & Innovative Local Wealth Management Firm With the ongoing growth of this Wealth Management firm evident, the senior management team feel it is the right time to secure the services of another experienced Client Services Administrator to join their ever-expanding team. Being part of their current administration/support team, you will see fairly quickly why this firm is a great place to work. Great culture. Regular social events. Extra week of paid holidays. And the list goes on Based in Broadmeadow, free parking is close to the office and there is also a few shops close by to grab some lunch or really good coffee. About The Role Providing administration support to one of firm’s Financial Planners, versatility, flexibility and great customer service will be your keys to becoming an effective member of the firm as will be your eagerness to learn and engage. Your familiarity with what happens within a Financial Planning/Wealth Management business will be imperative to your success in this role. Combining a variety of administration tasks, your strong commitment to detail, deadlines and efficiency are paramount. Working alongside Management and the existing administration team, your responsibilities will include: Diary management of a Financial Planner Preparing and reviewing documentation in readiness for client meetings Speaking with clients on the phone and in person Liaising with external service providers via phone and email Updating the client database daily Lodging documentation to various government and financial institutions About You I am delighted tell you, this highly secure, full-time position will allow you to develop further within the Financial Planning/Wealth Management sector. You will find that you are working with supportive colleagues and managers who really want you to succeed. Put simply, if you are eager to work in a professional and fun work environment, all you need to bring is your passion and previous industry experience. Along with a broad administration base, you will also possess excellent MS Office knowledge along with highly effective verbal communication skills. A minimum of 12 months working within a Financial Planning/Wealth Management environment will provide the foundation skills you need to make a positive impact/transition within this firm. As this role has a high level of “people” contact, candidates with a friendly and confident personality tend to do well within this business. Remuneration & How To Apply An extremely attractive remuneration package plus several innovative non-financial benefits will be provided to the successful applicant. Please remember we are seeking someone with relevant Financial Planning/Wealth Management experience. If this opportunity sounds interesting to you and you are ready for your next challenge, please utilise the Apply button and follow the instructions. For a confidential discussion on this position, please contact Daryl Daniels on (02) 4965 5368 .

Location: The Hill, AU

Posted Date: 5/5/2025