Client Services Administrator - Full-time

About the role

This is an opportunity to work alongside experienced Advisers and be part of our Administration Team. This is a key role, where you will deliver a seamless client experience, while developing your own career within the financial services environment. This role will suit an experienced Client Service Officer, who can hit the ground running. This is a full-time office-based role, but we would consider a minimum of 30 hours per week for the right applicant.

Key responsibilities

• Supporting our three Advisers and Paraplanning Team

• Assist advisers through the preparation, implementation and follow-up of financial advice, including the completion and lodgement of applications

• Process client administration across superannuation, investments, insurance and related advice matters

• Liaise with product providers and third parties to progress client requests and resolve enquiries

• Manage client enquiries, correspondence and ongoing client administration

• Maintaining accurate client records within Xplan

• Processing investment transactions through platforms and brokers

• Collecting and preparing documentation for tax reporting purposes

• Other ad hoc general administrative tasks

About you

• Experience as a Client Service Officer, including the implementation of advice

• Confident using Xplan including managing competing priorities using Xplan task lists

• Strong attention to detail and take ownership of your work

• High level of proficiency across Xplan and the Microsoft Office suite

• Previous experience within the financial planning domain

• Excellent communication and relationship-building skills

• A proactive and solutions-focused approach

• High levels of organisation and attention to detail

• The ability to work independently, while remaining a strong team member

• Minimum 2-3 years' experience in financial planning administration or implementation roles

• Full working rights in Australia

About us

OzPlan Financial Services is a Financial Planning practice based in the Eastern Suburbs of Melbourne, providing Superannuation, Retirement, Investment and Aged Care advice. We are committed to making a difference for our clients, supported by a Financial Planning and support team working together to make it happen. We take pride in the culture we have created, and we encourage a healthy work–life balance.

Benefits

• Valuable training from a team of professional mentors

• A great opportunity to work for a professional organisation who promotes from within