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Client services and administration officer - finance

Canberra
EPL Consulting
Administration Employee
Posted: 21 May
Offer description

About the Company

Financial Integrity Group Pty Ltd is an established and growing financial advisory and insurance broking firm located in central Canberra. We provide comprehensive financial solutions and expert insurance advice to a valued client base, with a strong reputation built on results and long-term relationships.

The Role

We are looking for a motivated and ambitious individual to join our team in a junior client services and administration capacity. This is a full-time, office-based role with a genuine pathway into financial advisory or insurance broking services for the right person.

You will work directly alongside experienced advisors and brokers, learning the business from the ground up while supporting client outcomes from day one. We are looking for someone who is serious about building a long-term career in financial services — not just looking for their next job.

Initial Key Responsibilities

Becoming a successful qualified insurance broker, requires mastering all foundational business processes.

• Provide administrative support to the insurance broking team

• Manage appointment scheduling, client meetings and follow-up correspondence

• Assist in preparing and processing insurance documentation, applications and claims

• Maintain accurate and up-to-date client records and databases

• Handle incoming calls, emails and client enquiries professionally and promptly

• Prepare reports, presentations and client-facing documents as required

• Support general office operations and administration

Skills & Experience

We are open to candidates at the start of their career. What matters most to us is attitude, communication ability and the drive to grow. The following will be highly regarded:

• Sales, customer service and focus on business growth

• Excellent communication skills, both written and verbal

• Strong organisational skills and attention to detail

• A proactive, can-do attitude and willingness to learn

• Proficiency in MS Office Suite (Word, Excel, Outlook)

• Professional and friendly manner when dealing with clients and colleagues

• An interest in or exposure to financial services or insurance (advantageous)

• Australian citizenship or valid working rights

What’s on Offer

• A genuine long-term career pathway into financial advisory or insurance broking

• Support to obtain industry certifications (Tier 1 and/or Tier 2 qualifications)

• Mentorship from experienced advisors and brokers

• Competitive salary commensurate with experience

• Convenient central Canberra location with easy access to public transport

• A collaborative team environment where your contribution is recognised and rewarded

How to Apply

Please submit your resume and a brief cover letter outlining your interest in the role and what you would bring to the team. Address your application to Maria at EPL Consulting.

*******@eplconsulting.com.au

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