Client Services Administrator

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

Benefits offered by this job

Full Training & Ongoing Career Dev

Monthly Team Celebrations

Job summary

Recruit Shop Pty Ltd offers an administrative role in a Canberra-based boutique financial planning practice. The position supports the financial planning team and ensures a professional, welcoming client experience, with a salary of $75,000–$85,000 plus super based on experience.

You will greet clients, manage calls and emails, coordinate appointments, prepare documentation, maintain client records, and assist the admin team with daily tasks.

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

Admin experience

Client service

Communication skills

Organisational skills

Job description

EARN $75,000 - $85,000 + Super | Based On Experience

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
• Canberra CBD Location Near Public Transport
• Full-Time Role With Immediate Start