Client Administrator

Rashi Joshi; City of Melbourne; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Immediate start opportunity

Melbourne CBD location

Full‑time office‑based role

Initial 3-6 month contract with potens

Supportive team environment

Opportunity to gain experience within"

Job summary

Unknown Financial Planning Firm in Melbourne CBD is seeking two experienced Client Services Administrators on an initial 3-6 month contract. This well‑established practice supports a portfolio of long‑standing clients and offers a professional, client‑focused environment with real potential for permanency.

In this full‑time, office‑based role you will respond to client enquiries, manage appointments, prepare documentation and reports, maintain accurate client records, process transactions and

Qualifications

• Previous administration experience within financial services, accounting, professional services or a client-focused environment.
• Strong organisational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities and meet deadlines.
• Strong systems skills and ability to learn new processes.

Responsibilities

• Responding to client enquiries via phone and email
• Managing appointments and coordinating adviser schedules
• Preparing client documentation, reports and correspondence
• Maintaining accurate client records and databases
• Processing client requests and administrative transactions
• Following up outstanding documentation with clients and providers
• Supporting advisers with administrative tasks and reporting requirements
• Assisting with general office administration and client service activities

Job description

Your new company Join a well-established financial planning firm located in Melbourne CBD. Supporting a portfolio of long-standing clients, this organisation provides a range of financial services and advice solutions in a professional and client-focused environment. Due to an increase in workload, they are seeking two experienced Client Services Administrators to join the team on an initial 3-6 month contract.

Your new role

Working closely with Financial Advisers and the broader support team, you will play a key role in delivering a positive client experience while ensuring day-to-day administrative processes run smoothly.

Your responsibilities will include:

• Responding to client enquiries via phone and email
• Managing appointments and coordinating adviser schedules
• Preparing client documentation, reports and correspondence
• Maintaining accurate client records and databases
• Processing client requests and administrative transactions
• Following up outstanding documentation with clients and providers
• Supporting advisers with administrative tasks and reporting requirements
• Assisting with general office administration and client service activities

What you'll need to succeed

• Previous administration experience within financial services, accounting, professional services or a client-focused environment
• Strong organisational skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities and meet deadlines
• Strong systems skills and confidence learning new processes
• Professional and proactive approach to client service

What you'll get in return

• Immediate start opportunity
• Melbourne CBD location
• Full‑time office‑based role
• Initial 3-6 month contract with potential for permanency
• Supportive team environment
• Opportunity to gain experience within a successful financial planning business