Part-Time Client Services & Admin Officer

BrightPath Financial Planning; Orange City Council; On-site; AUD 38,000 - 52,000; Part time

Job summary

BrightPath Financial Planning in Orange NSW is seeking a part-time Administration/Client Service Officer (30 hours per week) to join our small, successful practice. You will support daily operations, manage client records, book appointments and assist with client inquiries both over the phone and in person.

The ideal candidate has proven administrative or client service experience, strong communication, attention to detail and proficiency with Microsoft Office.

Qualifications

• Proven administrative or client service experience.
• Excellent verbal and written communication skills.
• Strong attention to detail and multi-tasking ability.
• Proficiency with Microsoft Office suite (Word, Excel, PowerPoint).

Responsibilities

• Build strong relationships with clients and provide professional service.
• Book client appointments and liaise with clients in the office.
• Manage administrative tasks including printing, scanning and document organisation.
• Prepare and maintain client records, files and correspondence.
• Update and maintain accurate records in the database.
• Liaise with clients, service providers and internal team members to process transactions.

Skills

Admin experience

Client service

Attention to detail

Communication skills

Time management

Tools

Microsoft Office

Job description

BrightPath Financial Planning in Orange NSW is seeking a part-time Administration/Client Service Officer (30 hours per week) to join our small, successful practice. You will support daily operations, manage client records, book appointments and assist with client inquiries both over the phone and in person.

The ideal candidate has proven administrative or client service experience, strong communication, attention to detail and proficiency with Microsoft Office.