Client Services Assistant – Erina
Core
Administrative support for wealth management advisers to deliver client services and ongoing advice.
Role type
Client Services Administrator
Builds
Client service delivery and advice administration
Domain
Wealth management / Financial advisory
Deliverable
client delivery
Required skills
administration, Office 365, client database management, appointment coordination, documentation preparation, external liaison, compliance checklists
Preferred skills
business/finance/financial planning studies, problem-solving, proactive mindset, attention to detail, communication, teamwork, independent work
Responsibilities
Coordinate adviser appointments and review schedules; prepare Fixed Term Advice Agreements and Annual Review materials; liaise with external platform and insurance providers; maintain client databases (XPLAN, Netsuite, ClientVerse); ensure client file compliance; develop client relationships to support adviser book management.