Office Administrator / Client Services Officer - 4 days pw

Opportunity to secure a 4 day a week role in Newcastle’s CBD working for a boutique financial planning practice with decades of history in Newcastle helping clients prepare for retirement
  
About the Role

Our client is seeking an experienced reliable, and personable Client Services / Administration Officer to join their small tight knit team. Many of their clients are long term retirees who love a genuine chat, so building warm, professional relationships is key for their business.
  
Combining meet & greet, reception duties with client service and administrative support for the advisors, your daily duties will include:

• General office and administrative support.
• Data entry and maintaining accurate client records.
• Preparing and processing correspondence and documentation.
• Scanning, filing and document management.
• Managing incoming and outgoing correspondence.
• Assisting advisers and the broader team with administrative tasks.
• Following established procedures and processes.
• Checking work carefully for accuracy.
• Assisting with general office organisation.
• Preparing files, paperwork and documentation for client meetings.
• Assisting with the implementation of financial advice recommendations.
• Pitching in wherever needed as part of a small, team-focused business.

Skills and Experience needed:

• Life Experience & Maturity: Comfortable, confident, and empathetic when conversing with an older client base.
• Strong Rapport-Building Skills: A natural listener who enjoys real conversations while keeping professional boundaries.
• Solid Administration experiences, filing, scanning, documentation prep, managing correspondence.
• Sharp Attention to Detail: Precise with administrative processes, client data, and documentation.
• Comfortable with standard office software (MS Office/CRM) and keen to learn new systems.
• Bonus points for Professional / Financial services background

  
If you’re looking for a stable, long-term role where your warmth and professionalism will be genuinely valued, please apply below!