Job Overview
We are seeking a detail-oriented individual to fill the role of Customer Service & Administration Assistant.
This position is an excellent opportunity to build a career in the financial services industry.
The selected candidate will provide high-quality administrative and customer service support to senior staff members.
Key Responsibilities:
* Preparing client reports with provided training.
* Liaising with clients and assisting with their enquiries.
* Communicating with industry providers and institutions.
* Implementing and processing paperwork with training provided.
* Completing and lodging various industry forms.
* Maintaining and updating client databases with training provided.
* Providing administrative support including data entry, filing, mail, and reporting tasks.
* Reception and client service support including phone and front-desk duties as required.
About the Ideal Candidate
We are looking for someone with a positive approach who thrives in a supportive team environment.
Essential skills and attributes include:
* Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
* High attention to detail and accuracy.
* Strong initiative and ability to work independently.
* Excellent phone manner and customer service skills.
* Professional presentation.
* Ability to manage deadlines and prioritise tasks.
* Strong written and verbal communication skills.
* A friendly and team-focused attitude.