Client Services Administrator – Financial Planning, Canberra CBD

Recruit Shop Pty Ltd; 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

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.