Client Services Administrator
Core
Provide administrative support to a financial planning team and deliver a professional client experience.
Role type
Client Services Administrator
Builds
Client documentation, correspondence, and organized client records
Domain
Financial planning / Wealth management
Deliverable
client delivery
Required skills
Client administration, calendar management, document preparation, record keeping, phone/email communication
Preferred skills
Financial planning or accounting administration experience, professional presentation, strong organizational skills
Responsibilities
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