About the role

Wealthshore is seeking a motivated and organised Client Service and Administration professional to join our growing team in Warrnambool. This full-time role will see you providing high-quality administrative and client support to our financial advice practice. With a focus on delivering exceptional customer service, you will play a key part in maintaining our client relationships and ensuring the smooth running of our operations.

What you'll be doing

Providing responsive and friendly client support via phone, email and in-person interactions

Maintaining accurate and up-to-date client records and administration systems

Assisting with the preparation of client meeting materials and documentation

Scheduling and coordinating client appointments and diary management

Supporting the broader administrative functions of the financial advisory practice

Liaising with third-party providers and internal teams to ensure seamless client service

What we're looking for

Proven experience in a client service or administrative support role, ideally within the financial services industry

Excellent communication and interpersonal skills, with a strong customer service focus

Strong organisational and time management abilities, with the capacity to multitask and prioritise effectively

Proficiency in using standard office software and client relationship management (CRM) systems

A keen eye for detail and a commitment to maintaining high-quality records and documentation

The ability to work independently as well as collaboratively within a team environment

What we offer

At Wealthshore, we are committed to make work fun. At Wealthshore we offer:

Flexible work arrangements to support work-life balance

Professional development and training opportunities

A friendly, supportive and collaborative work environment

About us

Wealthshore is a leading financial planning firm with a strong presence across regional Victoria. Our mission is to help our clients achieve their financial goals through personalised, high-quality advice and exceptional customer service. With a team of experienced professionals and a client-centric approach, we are committed to making a positive difference in the lives of our clients and the communities we serve.

If you are passionate about providing outstanding client support and contributing to the success of a financial services organisation, we encourage you to apply for this exciting opportunity. Click apply now to submit your application.