On behalf of our client, we are looking for an experienced Client Services Officer / Administrator who is looking for their next move to join our client, a dynamic financial services firm in Perth.

This role will provide exceptional administrative and client support in a fast-paced, professional environment. You will be surrounded by a team of collaborative and supportive professionals who value their support staff and ensure that everyone is fairly rewarded both with competitive salaries and excellent company benefits to match. A proactive mindset and commitment to delivering outstanding client service is what we are on the search for in this newly created role.

Duties include:

• Managing client communications and responding to enquiries promptly.
• Preparing and processing financial documents and reports.
• Assisting with compliance, data entry, and maintaining accurate records.
• Liaising with internal teams and external stakeholders to ensure smooth workflows.
• Supporting financial advisors with appointment scheduling and follow-ups.
• Undertake company secretarial compliance processes
• Assisting with ASIC and ATO document preparation and lodgement
• Assisting with recording and managing workflow processes
• Assisting with client pack preparation
• Calendar management for key people

To be successful in this role, you will need to be experience in a client services, administration, or financial services role with strong attention to detail and the ability to multitask. Excellent communication and interpersonal skills are a must have as well as proficiency in MS Office and CRM systems.

If you’re passionate about providing top-tier client service and want to grow your career in financial services, we’d love to hear from you. Please send your CV to Surayya French at [email protected]

Please note, only shortlisted candidates will be contacted.