Part Time Client Services Admin - Front Office

DCL Recruitment; Sydney; On-site; AUD 34,000 - 48,000; Part time

Job summary

Our Client is a well established financial planning firm offering a high performing, progressive and supportive team environment. In this Part Time role you will join the Client Services Team to provide Front Office client service support and assist with daily office administration in a positive, autonomous setting.

You will manage four Advisors' diaries, use CRM to start and manage workflows, be the first point of contact for clients by phone and in person, and help with general office duties.

Qualifications

• Experience working in a fast paced environment.
• High attention to detail and strong organisational skills.
• Proficient with Word, Excel, PowerPoint and Outlook.
• Experience using CRMs.

Responsibilities

• Manage x4 Advisors' diaries – scheduling client meetings.
• Daily use of CRM to start and manage workflows and updates.
• First point of Client contact both over the phone and face to face.
• Team assistance & general office duties.

Skills

Self starter

Attention to detail

Organisational skills

Multi-tasking

Tools

Word

Excel

PowerPoint

Outlook

CRM software

Job description

Part Time Client Services Admin - Front Office

Our Client is a well established and successful Financial Planning firm with a strong professional reputation offering a high performing, progressive and supportive team environment.

The Role

Working within a positive and autonomous environment as part of the Client Services Team you will be providing Front Office Client Service Support as well as assisting with administration duties in the daily running of the office.

Responsibilities

• Management of x4 Advisors diaries – scheduling client meetings
• Daily use of CRM to start and manage workflows and updates
• First point of Client contact both over phone and face to face
• Team assistance & general office duties

Skills & Experience

• A self starter with the ability to work in a fast paced environment
• High attention to detail and organisational skills coupled with the ability to multi task across a wide range of responsibilities
• Word/Excel/PowerPoint and Outlook
• Previous experience using CRMs

To be successful you will have a positive, proactive and professional approach to your team and to clients!

Dee Why LocationX3 days per week or flex days School hoursRole offering Career OpportunitiesPerfect for a multi tasker who enjoys positive client interaction and likes to be challenged100% Office Based Close to public transport and shops