At a Glance
- Tasks: Provide admin support to the financial planning team and ensure a welcoming client experience.
- Company: Boutique financial planning practice in Canberra with a strong reputation for personalised advice.
- Benefits: Earn $75,000 - $85,000 + super, full training, and ongoing career development.
- Other info: Enjoy monthly team celebrations and a relaxed work environment near public transport.
- Why this job: Join a supportive team culture with genuine long-term career progression opportunities.
- Qualifications: Experience in financial planning or accounting administration with excellent communication skills.
The predicted salary is between 75000 - 85000 $ per year.
Join a boutique financial planning practice in Canberra. Our client is dedicated to helping individuals and families build, protect, and grow their wealth. With a strong reputation for personalised advice and exceptional client service, the business prides itself on building long-term relationships and delivering tailored financial solutions.
Operating within a supportive and collaborative team environment, the practice offers genuine career development opportunities for someone looking to establish a long-term career in financial services.
About The Opportunity
The primary purpose of this position is to provide administrative support to the financial planning team while delivering a professional and welcoming experience for clients. Some of your responsibilities will include:
- Greeting clients and assisting with general enquiries
- Answering incoming phone calls and responding to emails
- Coordinating appointments and managing adviser calendars
- Preparing client documentation and correspondence
- Maintaining and updating client records and files
- Supporting the administration team with day-to-day office tasks
About You
The successful candidate will have:
- Experience in financial planning or accounting administration
- Professional presentation and client-focused approach
- Excellent communication and interpersonal skills
- Strong organisational skills and attention to detail
- Ability to work collaboratively within a small team
- Positive attitude with a willingness to learn
What's in it for You?
- Full Training & Ongoing Career Development
- Supportive, Friendly & Relaxed Team Culture
- Monthly Team Celebrations & Social Events
- Long-Term Career Progression Opportunities
- Canberra CBD Location Near Public Transport
- Cafés & Amenities Within Walking Distance
- Full-Time Role With Immediate Start
Client Services Administrator in Canberra employer: RecruitShop
Our client is an exceptional employer, offering a unique opportunity to work within a well-established professional services firm in the heart of Sydney CBD. With a strong focus on employee growth and development, the company provides ongoing training and support, fostering a collaborative work culture that values accuracy and accountability. Employees enjoy a blend of family office and private client accounting, with genuine autonomy in their roles, making it a rewarding environment for those seeking meaningful and impactful work.
