Client Services Administrator - Wealth Management
Join a financial services firm as a Client Services Administrator in the Eastern suburbs. They are looking for an eager and personable candidate to compliment their friendly team and to help manage the firm's administration.
The role involves supporting advisers with meeting preparation, conducting research and implementing advice recommendations, preparing and delivering accurate documentation to clients, and maintaining and updating the Xplan database.
- Full Time - Flexibility to work from home
- Salary depending on experience
- Cooperative office who promote development and growth internally
- Eastern suburbs
Responsibilities include:
- Support advisers with meeting preparation, conducting research and implementing advice recommendations.
- Prepare, review and deliver accurate, professional documentation to clients.
- Partner with advisers to compile Client Portfolio Reviews and coordinate the distribution of review materials.
- Maintain and update the Xplan database to ensure efficient and accurate client data management.
- Process new client onboarding packs, review superannuation and investment information and manage general administrative tasks including filing and scanning.
The ideal candidate has:
- Experience in an accounting or financial planning firm and proficient knowledge of ASIC and ATO correspondence
- Strong communication and interpersonal skills
- A proactive, solution-oriented mindset with integrity, accountability, and transparency
- Well-developed time management and organizational skills
- Attention to detail and accuracy in all tasks
- Ability to prioritise tasks effectively
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📌 Client Services Administrator - Wealth Management
🏢 The Andersen Partnership
📍 Sydney