Client Support

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

If you have a passion for providing an exceptional experience to clients and being a part of helping them achieve their financial dreams, then this role is for you.

Hunter Financial has been helping our clients to achieve their financial goals since 2004.

With a team of over 30, we help our clients get from where they are now, to where they want to be in the future, and we have fun while doing it.

We invest in our culture with regular team events, team building activities, professional development activities and community involvement.

Want more than a job – you want a career where you grow and develop?

Love to create an amazing experience for clients?

Have a passion for organising, and paying attention to all the details?

Do you want to work somewhere that:

• Is passionate about helping their clients achieve their financial goals?
• Grows with you, and helps you grow?
• Gives you autonomy and flexibility so you can do what you do best?

What you’ll do:

• Implement recommendations from financial advice plans for our clients.
• Maintain precise client records.
• Complete administrative duties such as booking appointments, maintaining calendars, answering phone calls, preparing reports, and other administrative tasks as required.
• Develop and sustain strong client relationships, serving as a reliable point of contact.
• Liaise with third parties including accountants and/or lawyers for a comprehensive client service.

Who you are:

• You bring energy and motivation to your work.
• You are passionate about creating amazing outcomes for clients.
• You like autonomy but know that you need your team to hit your goals.
• You’re obsessed with being part of a culture that is committed to growth and innovation.
• You love to have fun (because work shouldn’t be boring).

To be considered for this role you will require:

• Excellent communication and interpersonal skills for client interaction.
• Strong organisational abilities.
• Ability to handle confidential information with discretion and maintain client privacy.
• Proficiency in office software such as the Microsoft Office suite.

Desirable (not essential) qualifications and experience:

• Experience working in a financial advice support role.
• Knowledge of financial planning concepts, investment products, and financial markets.
• Proficient use of financial planning software, CRM systems, and portfolio management tools.
• Understanding of compliance standards and regulatory requirements in the financial planning industry.