The Firm
This very successful, established boutique Financial Planning firm provides tailored advice to long-term, high net worth clients. Join this collaborative, friendly team and enjoy being part of a niche business that values relationships and exceptional client service and fosters a collaborative, friendly, team-oriented approach. You’ll love the flexibility to work from home 2 days a week with the remainder in their lovely, light-filled South Yarra offices in the heart of this renowned shopping and eating precinct.

The Role
As the Client Services Administrator your primary responsibilities will cover client administration as well as assisting in a broad range of support to the Advisers and Associates, providing advice and high-quality service to prospective, new, and existing clients. You’ll also play a key role in ensuring client files and data are up to date.

Responsibilities

• Coordinate pre/post review meetings
• Prepare client files, client documentation and checklists ahead of review meetings
• Process new and existing client application forms
• Liaise with client’s accountant/lawyer/stockbroker to seek information, as required
• Prepare tax statement/ Accountant spreadsheets
• Produce quarterly reports for upcoming client reviews
• Ensure all client payments/invoices are paid by due dates
• Mailbox collection/drop-off
• Maintain the client data base, establish new files, record & update review dates
• Ensure compliance requirements are met and noted

We’re looking for a positive and enthusiastic administrator ideally with 1-2 years demonstrated experience in the Client Service Administrator role gained within the financial services industry. Demonstrated knowledge of financial concepts and structures will be highly regarded as will be your outstanding communication and attention to detail.

If this sounds like you and looking to build your career in the financial planning sector, we’d love to hear from you… please forward your resume asap!