Client Services Administrator (Platform Services)

Fiducian Financial Services; Sydney; In loco; AUD 65.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary

Paid leave

Health programs

Professional development

Team culture

Descrizione del lavoro

Fiducian Financial Services in Sydney is seeking a Client Services Administrator to support the Platform Services team, delivering high-quality client outcomes across superannuation, investments and pensions. Your attention to detail and customer focus will help ensure accurate processing and timely responses to enquiries.

You will collaborate with internal and external stakeholders, maintain records, manage transactions, and contribute to continuous improvement initiatives.

Competenze

• At least 2 years' experience in financial services administration, investments, superannuation, or a similar role.
• Strong attention to detail and organisational skills.
• Excellent communication and customer service abilities.
• Sound analytical and problem-solving skills.
• Intermediate to advanced Microsoft Excel and Office skills.
• A positive attitude and a collaborative approach to teamwork.
• Previous experience with investment platforms, superannuation products or managed funds will be highly regarded.
• Applicants must have the right to work in Australia.

Mansioni

• Process applications, contributions, rollovers, withdrawals, and investment switches
• Administer superannuation, pension, and insurance transactions
• Process investment purchases, sales, corporate actions, and income transactions
• Maintain accurate client records and portfolio information
• Reconcile portfolios, cash balances, and investment holdings
• Manage incoming correspondence and document processing
• Respond professionally to client and adviser enquiries
• Liaise with custodians, fund managers, brokers, and other key stakeholders
• Assist with projects and continuous improvement initiatives

Conoscenze

Attention to detail

Organisational skills

Excellent communication

Customer service

Analytical thinking

Excel

Strumenti

Microsoft Office

Descrizione del lavoro

Client Services Administrator (Platform Services)

Looking for a role where your attention to detail, organisational skills and customer focus can make a real impact?

At Fiducian, we are seeking a motivated Client Services Administrator to join our Platform Services team. This is an excellent opportunity to build your career in financial services while working with a supportive team that values collaboration, development, and exceptional client outcomes.

About Fiducian

Fiducian is an ASX-listed financial services organisation with approximately $15 billion in Funds Under Management, Administration and Advice. We provide Funds Management, Superannuation, Investment Administration and Financial Planning services to clients across Australia.

Why Join Us?

We believe our people are our greatest asset and deserve a workplace that is rewarding and enjoyable.

• Competitive salary and employee discounts
• Additional paid leave
• Health and wellbeing programs
• Ongoing learning, professional development, and study support
• Recognition programs that celebrate success and service
• Supportive team culture, social events, and national networking opportunities

About the Role

As a Client Services Administrator, you'll play an important role in supporting the administration of superannuation, investment and pension transactions while delivering outstanding service to clients and advisers.

You'll work closely with internal and external stakeholders to ensure transactions are processed accurately, records are maintained and client enquiries are resolved efficiently.

Key Responsibilities

Process applications, contributions, rollovers, withdrawals, and investment switches

Administer superannuation, pension, and insurance transactions

Process investment purchases, sales, corporate actions, and income transactions

Maintain accurate client records and portfolio information

Reconcile portfolios, cash balances, and investment holdings

Manage incoming correspondence and document processing

Respond professionally to client and adviser enquiries

Liaise with custodians, fund managers, brokers, and other key stakeholders

Assist with projects and continuous improvement initiatives

About You

To be successful, you will have:

At least 2 years' experience in financial services administration, investments, superannuation, or a similar role

Strong attention to detail and organisational skills

Excellent communication and customer service abilities

Sound analytical and problem-solving skills

Intermediate to advanced Microsoft Excel and Office skills

A positive attitude and a collaborative approach to teamwork

Previous experience with investment platforms, superannuation products or managed funds will be highly regarded.

Applicants must have the right to work in Australia.

Only shortlisted candidates who meet the position requirements will be contacted.