About the role

John Bellas Financial Services is seeking a dedicated Client Administration Officer to join our fun and dynamic team in the beautiful Bay suburb of Wynnum. As a part-time role, this position is an excellent opportunity for someone who is passionate about delivering detail orientated work, supporting their team members and our financial advisers.

What you'll be doing

Providing administrative support to our financial advisers

Preparing and submitting applications and following up same with product providers

Liaising with paraplanners to develop client advice documents

Responding to client inquiries and resolving any issues in a timely and professional manner

Maintaining accurate and up to date client records within our CRM

As part of a small team, be willing to help in all areas of the practice as and when needed.

What we're looking for

Previous experience in a client services or administration role within the financial services industry

Experience using XPlan or other similar software

Demonstrated attention to detail with the ability to prioritise and manage high volume workloads when needed

Strong communication and interpersonal skills, with excellent attention to detail

A commitment to providing high-quality customer service to our clients and maintaining confidentiality

Able to work both autonomously as well as part of a family like, small team environment

What we offer

At John Bellas Financial Services, we are committed to creating a supportive and inclusive work environment. We offer a range of benefits, including:

- Competitive salary and performance-based bonuses
- Ongoing training and development opportunities

About us

John Bellas Financial Services is a leading provider of personalized financial services, including wealth management, investment advice, and superannuation. With over 30 years of industry experience, we pride ourselves on our commitment to helping our clients achieve their financial goals.

If you are excited about the opportunity to join our Bayside family as a Client Administration Officer, we encourage you to apply now and send your resume with cover letter explaining your experience and why you think you would be a great fit for our JBFS team!