Client Services & Administration Assistant

Rancie Financial; Melbourne; On-site; AUD 34,000 - 48,000; Part time

Job summary

Rancie Financial Pty in Melbourne is seeking a friendly Client Services & Administration Assistant for a part-time position. The role primarily supports the advising team with client service and general administration, including calls, emails, meeting prep and coordination, and handling paperwork.

Ideal candidates are reliable, organized and quick to learn; financial planning experience is not required. The role offers flexibility for 20–30 hours per week, with most time in the Melbourne office

Responsibilities

• Answering and transferring phone calls
• Calling and emailing clients
• Helping prepare for client meetings
• Helping arrange client meetings and following up information
• Assisting with implementation and paperwork
• Opening, scanning and processing mail
• General administration and support across the team

Job description

Client Services & Administration Assistant

We're looking for a bright, confident and personable person to join our Melbourne financial planning team on a part-time basis.

The role is largely about supporting our existing team with client service and administration, including:

• Answering and transferring phone calls
• Calling and emailing clients
• Helping prepare for client meetings
• Helping arrange client meetings and following up information
• Assisting with implementation and paperwork
• Opening, scanning and processing mail
• General administration and support across the team

Financial planning experience is not essential. We're more interested in someone who is reliable, organised, good with people and quick to learn.

The role could suit someone starting their career or someone simply looking for a good quality part-time office role.

Ideally we're looking for 20-30 hours per week, primarily from our Melbourne office. We have some flexibility around days and hours for the right person.