Client Services and Administration
Profectus Financial Partners
Posted 4 days ago
About the role
Profectus Financial Partners is seeking a dedicated Client Services and Administration professional to join our growing team in Paddington, QLD. This full-time role will be responsible for providing exceptional client service and administrative support to our valued customers.
What you'll be doing
- Handling client inquiries and requests via phone, email, and in-person interactions in a prompt and professional manner
- Maintaining accurate client records and updating customer information in our database
- Assisting with the processing of financial transactions and documentation
- Providing general administrative support, including scheduling appointments, managing calendars, and organising meetings
- Collaborating with the broader team to ensure seamless client experiences
- Contributing to the continuous improvement of our client service processes and procedures
What we're looking for
- Excellent communication and interpersonal skills, with a strong customer service orientation
- Demonstrated experience in a client-facing or administrative role, ideally within the banking or financial services industry
- Strong organisational abilities and attention to detail
- Proficiency in Microsoft Office applications and familiarity with financial software
- A collaborative and adaptable mindset, with the ability to work effectively in a team environment
- Tertiary qualifications in Business, Finance, or a related field would be highly regarded
What we offer
At Profectus Financial Partners, we are committed to fostering a positive and inclusive work culture that empowers our team to thrive. We offer competitive remuneration, opportunities for professional development, and a range of benefits to support your work-life balance.
About us
Profectus Financial Partners is a leading provider of financial services, specialising in wealth management, investment advisory, and client-focused solutions. With a strong track record of success and a team of experienced professionals, we are dedicated to helping our clients achieve their financial goals.
Apply now to join our dynamic team and take the next step in your career!
About Profectus Financial Partners
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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