Client Administration
·
Perth
Client Administrator (IFA)
Join our Client Services team as a Client Administrator! This is a great opportunity to build a career in financial services, with hands-on experience, career growth, and excellent benefits.
We are looking for our next Client Services Team member. This position offers a fantastic chance to gain valuable experience and insight into the dynamic field of finance.
Key Responsibilities:
The Client Administrator will be responsible for, although not limited to, the following tasks:
- Managing and building relationships with our clients
- Understanding and implementing financial advice presented to our client bank
- Working with global peers to achieve timely client results
- Preparing and processing client documentation
- Working closely with other departments to achieve sound client outcomes
- Providing accurate and detailed client communication
- Completing contact logging and record keeping of daily activities
- Updating and maintaining the client databases
- Undertaking a variety of research and projects
- Being part of the continued success of the global client services team
- Mail sorting and scanning
- Greeting clients and business partners
- Answering phone calls from clients and business partners
Requirements:
- Previous administrative experience in Financial Service is preferred.
- Strong organisational skills with meticulous attention to detail.
- Excellent communication skills, both written and verbal.
- Ability to multi task and prioritise tasks effectively in a fast-paced environment.
What We Offer:
We deeply value our employees and we proudly offer a comprehensive range of benefits designed to support your wellbeing and professional growth.
- A supportive work environment where your contributions are valued.
- Comprehensive training and development opportunities to enhance your skills and knowledge.
- Competitive salary commensurate with experience.
- Opportunity to gain exposure to various aspects of financial services and build a rewarding career.
- Discounts on everyday shopping and entertainment
- Award winning Employee Assistant program
- Increased annual leave entitlement with length of service
- Day off on your birthday
- Additional time off over Christmas
- Department
- Client Administration
- Role
- Client Administrator
- Locations
- Perth
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Perth
Client Administration
·
Perth
Client Administrator (IFA)
Join our Client Services team as a Client Administrator! This is a great opportunity to build a career in financial services, with hands-on experience, career growth, and excellent benefits.
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