Senior Administrator – Financial Planning & Client Care

GWG Recruitment; Newcastle; On-site; AUD 65,000 - 85,000; Full time

Job summary

McGregor & McGregor in Adamstown, NSW, is seeking a Senior Administrator to provide structured administrative support within the Financial Planning division. You will help manage documentation, client communications and scheduling, acting as the organisational backbone of the team.

Working with a Financial Planner, you will ensure compliant processes, maintain client records in XPLAN, and seek ways to improve service delivery while delivering a high-quality client experience.

Qualifications

• 3+ years administration experience in a professional office environment.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent communication and relationship-building skills, with a client-service focus.
• Autonomous worker who contributes positively to a close-knit team.
• Willingness to learn and improve processes in financial services.

Responsibilities

• Preparing and processing documentation for client reviews, investments, financial advice and insurance applications.
• Coordinating client appointments, review schedules and ongoing workflow.
• Preparing and managing ongoing service agreements and associated documentation.
• Liaising with clients, superannuation funds, insurers and financial product providers.
• Entering and maintaining accurate client information within XPLAN to support advice preparation.
• Maintaining compliant, accurate and up-to-date client records.
• Providing general administrative support and identifying opportunities to improve processes and client service.

Skills

Organisational skills

Communication

Relationship-building

Attention to detail

Tools

XPLAN

Job description

McGregor & McGregor in Adamstown, NSW, is seeking a Senior Administrator to provide structured administrative support within the Financial Planning division. You will help manage documentation, client communications and scheduling, acting as the organisational backbone of the team.

Working with a Financial Planner, you will ensure compliant processes, maintain client records in XPLAN, and seek ways to improve service delivery while delivering a high-quality client experience.