**Full-time, permanent position**
- ** Located in Wayville, SA**
- ** Modern, corporate office**
**About the company**
FinSec Partners is a financial planning and advisory firm that has been assisting South Australians with their financial advice requirements for over thirty years. Specialising in Self Managed Super Funds, UK Pension Transfers, Risk Management and Wealth Creation, this team of financial professionals provide quality advice and service to their well-established clients. Due to continued growth, an opportunity is now presenting for a Client Service Administrator to join their close-knit team.
**About the role**
Located in Wayville, the Client Service Administrator will report directly to the Team Leader, Client Service and is responsible for providing efficient administrative support to the Client Services Team. This position is offered on a permanent, full-time basis with the opportunity for career progression.
**Duties**
- Provide administrative support to Advisors and Client Service Officers
- Workflow management
- Prepare client documents and confirm client appointments
- Database management and maintenance
- Liaise with providers
- Data collection management
- Reception relief and perform ad-hoc duties including scanning, filing and the distribution of mail
**Skills & experience**
- Previous experience within a professional services environment
- Previous experience supporting a team
- Effective communication and interpersonal skills
- A genuine and personalised approach to customer service
- Advanced computer skills
- Strong database management skills
- Impeccable attention to detail
- Studies in Financial Planning, Accounting or Commerce desirable but not essential
**Culture & benefits**
FinSec boasts strong staff retention and long-standing business relationships that span over thirty years. With a progressive and positive culture which is embraced by all staff, there are also career progression opportunities that could lead to a future career in financial planning. This is a truly unique opportunity to join a growing and cohesive team where your contribution and support will be acknowledged and valued.
**How to Apply**
- Sector:
- Business & Executive Support,- Accounting, Finance & Banking,- Contract type:
- Permanent
- Location:
- Wayville
- Job Reference:
- JO-2210-7280
- Job published:
- about 3 hours ago