Administration/Client Service Officer

BrightPath Financial Planning; Orange City Council; On-site; AUD 38,000 - 52,000; Part time

Job summary

BrightPath Financial Planning in Orange NSW is seeking a part-time Administration/Client Service Officer (30 hours per week) to join our small, successful practice. You will support daily operations, manage client records, book appointments and assist with client inquiries both over the phone and in person.

The ideal candidate has proven administrative or client service experience, strong communication, attention to detail and proficiency with Microsoft Office.

Qualifications

• Proven administrative or client service experience.
• Excellent verbal and written communication skills.
• Strong attention to detail and multi-tasking ability.
• Proficiency with Microsoft Office suite (Word, Excel, PowerPoint).

Responsibilities

• Build strong relationships with clients and provide professional service.
• Book client appointments and liaise with clients in the office.
• Manage administrative tasks including printing, scanning and document organisation.
• Prepare and maintain client records, files and correspondence.
• Update and maintain accurate records in the database.
• Liaise with clients, service providers and internal team members to process transactions.

Skills

Admin experience

Client service

Attention to detail

Communication skills

Time management

Tools

Microsoft Office

Job description

We are seeking a part-time Administration/Client Service Officer - 30 hours per week- to join our small, successful financial planning organization in Orange NSW. In this role, you will be the second member of our administration team and will be responsible for providing administrative and client support, ensuring the smooth operation of our financial planning practice.

Key responsibilities

Build strong relationships with clients, ensuring professional experience both over the phone and in person

Booking client appointments

Liaising with clients in the office

Managing administrative tasks, including printing, scanning and organising documents to support daily operations

Preparing and maintaining client records, files and correspondence

Update and maintain accurate records on the database

Liaising with clients, service providers and internal team members to ensure timely processing of transactions and requests

Assisting other team members as needed

About you

Proven experience in an administrative or client service role, financial services experience is preferred but not essential

Excellent verbal and written communication skills, with the ability to interact with clients and colleagues in a professional and friendly manner

Strong attention to detail and the ability to multitask effectively

Proficiency in Microsoft Office suite (Word, Excel, PowerPoint)

Strong organisational and time management skills

A commitment to providing exceptional client service

Self motivated and proactive

Competitive remuneration - initial salary negotiable if financial services experience, salary will be reviewed as financial planning task knowledge is gained

30 hours per week could be worked over 4 or 5 days, with flexibility

A collaborative and inclusive team culture

A warm, friendly office environment

About us

BrightPath Financial Planning is committed to creating a positive and supportive work environment. We are a small, successful financial planning organization that prides ourselves on the deep care we have for our clients.