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!