Client Administration (Client Experience Liaison)

About R&R Wealth Solutions

We are a leading boutique and privately owned financial advisory firm based in Cockburn Central. Our repeated success is derived from our cohort of highly satisfied clients and referral partners. Our progressive and engaging approach continually delivers organic growth and ever-expanding opportunities within the business.

Our motivated team gain enjoyment from the difference we make in people's lives. We believe the best results from financial advice are achieved beyond the Advice document itself and through ongoing engagement. Our mantra is to help simplify decisions, educate and empower our clients to make the right choices.

We embrace technology to deliver high quality client services. This combined with flexible working conditions for staff and positive working environment contributes to the stability of our team and overall success.

About the role

We are seeking an individual with several years experience in an administrative role, enjoys talking to people and is excited by the opportunity to join a friendly and hardworking team that is motivated to make a positive difference in our clients lives.   

For the successful applicant flexible hours (13-18 hours per week, including during school hours) are available, a competitive salary package commensurate with experience and skills, plus the opportunity to grow and diversify your knowledge base and skillset.

The opportunity exists for career progression as our firm continues to grow in future.

Main Responsibilities

Your main responsibility will be assisting our Client Experience Manager & Team in engaging with new and existing (On Track) clients. Focusing on ensuring an overall smooth delivery of the financial advice process (including delivery and implementation of advice) which will typically involve:

• Client Experience: maintain valued relationships, including welcoming clients on arrival to our office, preparation of meeting packs and assisting with queries

• Administration: maintain client records within our database, with product providers and via outsourced service providers

• Advice Delivery: provision of advice prepared and relevant supporting documents to clients

• Implementation: liaise with our Team and providers to ensure high professional standards of care our clients expect are met and smooth adoption of advice strategies and products occurs

• Client Engagement: respond to client queries regarding our Portal and online access to Product Providers

Key Requirements

To be successful for this role, you MUST have:

• Effective communication skills with both clients and team members

• Enthusiastic, reliable, consistent and a strong work ethic

• Display a high care of production output and attention to detail

• Ability to work well unsupervised

• Proficiency in MS Office applications and maintaining Client Relationship Management (CRM) systems

• Willingness to learn and adopt technology to enhance our clients' experience & outcomes

• Australian permanent residency or citizenship is required

Why Join Us?

• Mentorship: Work closely with an experienced and stable team who are highly regarded in the advice industry.

• Career Progression: Opportunities to develop and utilise your skills in more senior roles as the business evolves and continues to grow with you.

• Culture: A professional, supportive, forward thinking, thought leading and collaborative boutique office environment.

How to Apply

If you wish to be considered for this role, you must provide a cover letter and your resume when applying