Client Success & Planning Support – Financial Services

Hunter Financial; Newcastle City Council; On-site; AUD 65,000 - 90,000; Full time

Job summary

Hunter Financial is seeking a client-focused administrator to support financial advisers in Newcastle. You will implement recommendations, maintain records, manage calendars, prepare reports, and coordinate with accountants or lawyers to deliver comprehensive client service.

The role emphasizes autonomy within a collaborative team, strong privacy, excellent communication, and proficient use of Microsoft Office and CRM tools to support growth and exceptional client outcomes.

Qualifications

• Excellent communication and interpersonal skills for client interaction.
• Strong organisational abilities and attention to detail.
• Ability to handle confidential information with discretion and maintain client privacy.
• Proficiency in Microsoft Office and CRM software for day-to-day tasks.

Responsibilities

• Implement recommendations from financial advice plans for clients.
• Maintain precise client records and calendars.
• Complete administrative duties such as booking appointments and preparing reports.
• Develop and sustain strong client relationships as a reliable point of contact.
• Liaise with third parties including accountants and lawyers for comprehensive service.

Skills

Excellent communication

Organisational skills

Discretion/privacy

MS Office proficiency

Tools

Microsoft Office

CRM systems

Portfolio management tools

Job description

Hunter Financial is seeking a client-focused administrator to support financial advisers in Newcastle. You will implement recommendations, maintain records, manage calendars, prepare reports, and coordinate with accountants or lawyers to deliver comprehensive client service.

The role emphasizes autonomy within a collaborative team, strong privacy, excellent communication, and proficient use of Microsoft Office and CRM tools to support growth and exceptional client outcomes.