At a Glance
- Tasks: Provide admin support to Financial Planners and engage with clients daily.
- Company: Progressive local wealth management firm with a vibrant culture.
- Benefits: Attractive salary, free parking, social events, and professional growth opportunities.
- Other info: Dynamic work environment with plenty of client interaction.
- Why this job: Join a supportive team and make a real impact in wealth management.
- Qualifications: Experience in financial planning and strong MS Office skills required.
The predicted salary is between 63000 - 77000 $ per year.
A progressive and innovative local wealth management firm is seeking an experienced Client Services Administrator to join their expanding team. This firm offers a great culture, regular social events, significant client contact, and attractive remuneration.
Located close to Broadmeadow, the office provides free parking and nearby shops for lunch or coffee.
About The Role
As a Client Services Administrator, you will provide administration support to one or two of the firm's Financial Planners. Key attributes for success include:
- Versatility and flexibility
- Great customer service
- Eagerness to learn and engage
- Familiarity with Financial Planning/Wealth Management
- Experience with Xplan (preferred)
Your responsibilities will include:
- Preparing and reviewing documentation for client meetings
- Speaking with clients on the phone and in person
- Liaising with external service providers via phone and email
- Updating the client database daily
- Lodging documentation to various government and financial institutions
- Implementing Advice Strategies
About You
This full-time position allows for further development within the Financial Planning/Wealth Management sector. You will work with supportive colleagues, managers, and advisors who want you to succeed. Candidates should bring passion and previous industry experience.
Essential qualifications include:
- A broad administration base
- Excellent MS Office knowledge
- Highly effective verbal communication skills
- A minimum of two years working within a Financial Planning/Wealth Management environment
As this role involves high levels of people contact, candidates with a friendly and confident personality tend to excel.
Remuneration
An attractive remuneration package plus several innovative non-financial benefits will be provided to the successful applicant.
Client Services Administrator - Wealth Management in Newcastle employer: Daniels Recruitment
This firm, based in Newcastle, is an exceptional employer known for its commitment to quality service and client satisfaction. With a strong focus on employee growth, they offer a supportive work culture that includes dedicated administrative support and modern technology, allowing advisers to concentrate on building meaningful client relationships. The firm rewards performance with competitive remuneration and regular salary reviews, making it an attractive place for motivated professionals looking to advance their careers in financial advice.
