Client Services Administrator

RecruitShop; Canberra; On-site; AUD 75,000 - 85,000; Full time

Benefits offered by this job

Full Training & Ongoing Career Growth

Friendly & relaxed team culture

Monthly team celebrations & social 이벤트

Job summary

RecruitShop in Canberra CBD is seeking an administrative support professional to assist the financial planning team. You will greet clients, handle inquiries, coordinate appointments, and maintain client records.

This role is office-based with a supportive team and opportunities for professional development. Join a boutique financial planning practice that emphasises client service, collaboration, and long-term career growth.

Qualifications

• Experience in financial planning or accounting administration.
• Professional presentation and client-focused approach.
• Excellent communication and interpersonal skills.
• Strong organisational skills and attention to detail.
• Ability to work collaboratively within a small team.
• Positive attitude with a willingness to learn.

Responsibilities

• Greeting clients and assisting with general enquiries.
• Answering incoming phone calls and responding to emails.
• Coordinating appointments and managing adviser calendars.
• Preparing client documentation and correspondence.
• Maintaining and updating client records and files.
• Supporting the administration team with day-to-day office tasks.

Skills

Client-facing communication

Time management

Team collaboration

Job description

• EARN $75,000 - $85,000 + Super | Based On Experience
• Professional Development & Career Growth | Office-Based Role

• EARN $75,000 - $85,000 + Super | Based On Experience
• Join A Boutique Financial Planning Practice In Canberra
• Professional Development & Career Growth | Office-Based Role

About The Company

Our client is a boutique financial planning practice based in Canberra CBD, dedicated to helping individuals and families build, protect, and grow their wealth. With a strong reputation for personalised advice and exceptional client service, the business prides itself on building long-term relationships and delivering tailored financial solutions.

Operating within a supportive and collaborative team environment, the practice offers genuine career development opportunities for someone looking to establish a long-term career in financial services.

About The Opportunity

The primary purpose of this position is to provide administrative support to the financial planning team while delivering a professional and welcoming experience for clients.

Some of your responsibilities will include:

• Greeting clients and assisting with general enquiries
• Answering incoming phone calls and responding to emails
• Coordinating appointments and managing adviser calendars
• Preparing client documentation and correspondence
• Maintaining and updating client records and files
• Supporting the administration team with day-to-day office tasks

About You

The successful candidate will have:

• Experience in financial planning or accounting administration
• Professional presentation and client-focused approach
• Excellent communication and interpersonal skills
• Strong organisational skills and attention to detail
• Ability to work collaboratively within a small team
• Positive attitude with a willingness to learn

What's in it for You?

• Full Training & Ongoing Career Development
• Supportive, Friendly & Relaxed Team Culture
• Monthly Team Celebrations & Social Events
• Long-Term Career Progression Opportunities
• Canberra CBD Location Near Public Transport
• Cafés & Amenities Within Walking Distance
• Full-Time Role With Immediate Start