Job Description

Job Header

Client Services Administrator

Advertiser: RecruitShopMore jobs from this company

Job Information

Job Listing Date
17 Sept 2019
Location
Sydney, CBD, Inner West & Eastern Suburbs
Salary
Negotiable Salary Based on Experience
Work Type
Contract/Temp
Classification
Banking & Financial Services, Client Services

Client Services Administrator

  • EARN a Negotiable Salary Based on experience 
  • Boutique Financial Planning Firm in the Heart of Pyrmont
  • Utilise your Skills in the Financial Industry in a Varied Role  


The Company
 

Our client is a boutique Financial Planning firm who offer a transparent and high-quality service to all of their clients. With an experienced team of Financial Planners, they have a wealth of experience to assist you to grow in your new position. 


The Opportunity

They are looking for a Client Services Administrator to join their company in Pyrmont, NSW. This will be a 12-month contract with extension opportunities for the right candidate.

In this role, you will provide high client service and administration support for the practice.

Some of your responsibilities will include:

  • Liaising with third party product providers 
  • Preparing and processing all client applications 
  • Arranging client appointments and respond to client enquiries 
  • Maintaining and updating software systems with client information
  • Supporting advisors by assisting in the preparation of advice documents

About You 

The successful candidate will have proven experience in the Financial Planning industry. 

  • Administration experience
  • A minimum of 18 months experience with Xplan 
  • Strong communication & customer service skills

What's in it for You?
  • Waterside Suburb of Pyrmont in the City
  • Further Career Development & Progression Opportunites 
  • Opportunity to Progress into a Permanent Full-Time Position
  • Friendly & Supportive Team Culture Where Staff are Recognised for Hard Work 

Apply today and don't miss out starting this growing opportunity as soon as possible!

 


  • EARN a Negotiable Salary Based on experience 
  • Boutique Financial Planning Firm in the Heart of Pyrmont
  • Utilise your Skills in the Financial Industry in a Varied Role  


The Company
 

Our client is a boutique Financial Planning firm who offer a transparent and high-quality service to all of their clients. With an experienced team of Financial Planners, they have a wealth of experience to assist you to grow in your new position. 


The Opportunity

They are looking for a Client Services Administrator to join their company in Pyrmont, NSW. This will be a 12-month contract with extension opportunities for the right candidate.

In this role, you will provide high client service and administration support for the practice.

Some of your responsibilities will include:

  • Liaising with third party product providers 
  • Preparing and processing all client applications 
  • Arranging client appointments and respond to client enquiries 
  • Maintaining and updating software systems with client information
  • Supporting advisors by assisting in the preparation of advice documents

About You 

The successful candidate will have proven experience in the Financial Planning industry. 

  • Administration experience
  • A minimum of 18 months experience with Xplan 
  • Strong communication & customer service skills

What's in it for You?
  • Waterside Suburb of Pyrmont in the City
  • Further Career Development & Progression Opportunites 
  • Opportunity to Progress into a Permanent Full-Time Position
  • Friendly & Supportive Team Culture Where Staff are Recognised for Hard Work 

Apply today and don't miss out starting this growing opportunity as soon as possible!

 


Right to live and work

You must have the right to live and work in this location to apply for this job.

Report this job advert

Be careful- Don’t provide your bank or credit card details when applying for jobs. If you see something suspicious .

Share this role