Reception/Client Services Officer

ROPAN Financial Planning Group; Traralgon; Vor Ort; AUD 52.000 - 68.000; Vollzeit

Zusammenfassung

ROPAN Financial Planning Group is seeking a capable administrator to be the first point of contact for clients in our Victoria, Australia office. You will provide exceptional customer service and administrative support to ensure smooth operations and high levels of client satisfaction.

Key duties include handling enquiries, processing requests, maintaining confidential records, scheduling meetings with financial advisers, and supporting onboarding and reports.

Qualifikationen

• Excellent customer service and communication skills.
• Strong organisational and time management abilities.
• Proficiency with computer systems and Microsoft Office.
• Attention to detail and discretion with confidential information.
• Ability to work independently and in a team.
• Experience in a client-facing role within financial services preferred.
• Knowledge of client management systems is preferred.

Aufgaben

• Act as the first point of contact for clients via phone, email and in person.
• Process client requests and administrative tasks accurately and promptly.
• Maintain up-to-date client records and databases with confidentiality.
• Schedule appointments and coordinate meetings with advisers.
• Assist with client onboarding and provide necessary documentation.
• Respond to client inquiries regarding accounts, transactions and services.
• Support preparation of client reports and financial documentation.
• Assist with general administrative duties to support the office.

Kenntnisse

Customer service

Organisation

Written and verbal communication

Discretion and confidentiality

Independence and teamwork

Attention to detail

Client-facing experience

Knowledge of client management systems

Tools

Microsoft Office

Jobbeschreibung

You will be the first point of contact for our clients, providing exceptional customer service and administrative support to ensure smooth operations and client satisfaction. This position is fundamental to maintaining the high standard of service delivery that ROPAN Financial Planning Group is known for, whilst supporting our financial planning and advisory teams in delivering outstanding client experiences.

Key responsibilities

• Managing client enquiries via telephone, email and in person with professionalism and efficiency
• Processing client requests, documentation and administrative tasks in a timely and accurate manner
• Maintaining client records and databases, ensuring all information is current, complete and confidential
• Scheduling appointments and coordinating meetings between clients and financial advisers
• Assisting with client onboarding processes and providing necessary documentation and support
• Responding to client queries regarding account information, transactions and services
• Supporting the preparation of client reports, statements and other financial documentation
• Contributing to the smooth administration of the office and assisting with general administrative duties as required

About you

• Strong customer service skills with the ability to build rapport and communicate effectively with clients
• Excellent organisational and time management abilities, with the capacity to manage multiple priorities
• Proficiency in computer systems and Microsoft Office applications
• Meticulous attention to detail and accuracy, particularly when handling sensitive financial information
• Professional attitude with a commitment to confidentiality and discretion
• Ability to work both independently and as part of a collaborative team
• Strong written and verbal communication skills
• Experience in a client-facing role within financial services or a similar professional environment (preferred)
• Knowledge of financial services or client management systems (preferred)

About us

ROPAN Financial Planning Group is known for maintaining a high standard of service delivery.