ADMINISTRATION OFFICER - provide high level of client service to the advice team and clients

About the role

Join this privately owned company, as an experienced Administration Officer providing essential administrative and clerical support to the financial planning team. This full-time role will be based in the heart of Melbourne CBD.

What you'll be doing

Manage all incoming and outgoing correspondence, including emails, phone calls and mail

Maintain and update client files and records in the customer relationship management system

Schedule and coordinate client meetings and appointments for the financial planning team

Prepare and distribute client communications and documentation

Provide general administrative support to the financial planning team as required

Assist with the organization and maintenance of the office environment

What we're looking for

Ideally some experience in an administrative role, within the financial services industry but will also suit a graduate as training provided or you may be looking for a new opportunity within the advice sector

Strong organizational and time management skills with the ability to prioritize tasks and work to deadlines

Excellent verbal and written communication skills with a professional telephone manner

Proficient in using Microsoft Office suite, particularly Outlook, Word and Excel also XPLAN or similar.

Attention to detail and a high level of accuracy in your work

A proactive and flexible approach to problem-solving

What we offer

Competitive salary and benefits package

Ongoing training and development opportunities

A collaborative and supportive team environment

Flexible work arrangements, including the option for hybrid remote/office work

About us

Our client is a well-established financial services company dedicated to providing high-quality advice and solutions to our clients. With a strong focus on client satisfaction and employee wellbeing, we offer a dynamic and rewarding work environment. Join us and be part of our continued growth and success.

Apply now to become our new Administration Officer and play a vital role in supporting our financial planning team.