About us

We are an independent and privately owned actuarial and financial planning firm based in NSW, providing expert advice and tailored solutions to help clients achieve financial security and peace of mind. We are now seeking a Client Services Administrator to join our growing team and play a pivotal role in delivering outstanding client service and administrative support.

About the role

As a Client Services Administrator, you will be the backbone of our client experience managing client records, preparing documentation, and ensuring a seamless process across all aspects of financial planning. This role is perfect for someone who enjoys variety, has excellent attention to detail, and takes pride in creating a smooth and professional client journey.

You will:

Provide day-to-day administrative support to financial advisers

Prepare and process client documentation, applications, and compliance requirements

Manage client records and databases to ensure accuracy and confidentiality

Liaise with clients, product providers, and other stakeholders in a professional manner

Support client meetings by preparing reports, presentations, and follow-up actions

Assist with compliance, audit, and reporting requirements within the business

About you

To be successful in this role, you will:

A client-first mindset with a proactive and professional approach

Previous experience in financial planning, banking, or professional services is highly regarded

Strong organisational skills and attention to detail

Excellent written and verbal communication skills

Ability to manage multiple priorities and deadlines

Proficiency with Microsoft Office and CRM systems

Experience with the wrap system is advantageous

Benefits

Ongoing professional development opportunities

The chance to work closely with industry experts in financial planning fields

Secure, permanent, long term position

Fantastic, supportive culture

A person who enjoys working as part of a team who is professional and confident but has an easy going nature will fit well with our culture.

Due to the volume of applications expected, only shortlisted candidates will be contacted. We thank you in advance for your time and interest in this role.