DESCRIPTION

Job Summary:

Working with our financial planning team, you will be a vital link between PWP and our clients. The role involves providing consistent and top-notch support, managing accounts, and assisting with client interactions. With competitive compensation, a supportive work environment, and opportunities for professional growth, this role offers the perfect blend of flexibility and fulfillment. 

 

Job Description:

As a Client Service Administrator, you will play a crucial role in ensuring seamless communication and support between PWP clients and the PWP financial planning team. Your responsibilities will include, but are not limited to:

  • Acting as the primary point of contact for clients, addressing enquiries, and providing exceptional customer service via phone, email, and in-person interactions.
  • Assisting clients with account setup, document submission, and account maintenance processes.
  • Collaborating closely with financial advisors to schedule appointments, prepare client materials, and facilitate client meetings.
  • Managing the client database and ensuring accurate and up-to-date client records.
  • Providing administrative support to the financial planning team, including data entry, file organisation, and report generation.

 

Qualifications:

  • High school certificate or equivalent; associate or bachelor’s degree preferred.
  • Previous experience in an administrative role, preferably in a financial services environment preferred.
  • Proficiency in Microsoft Office suite and other relevant software applications.
  • Strong organisational skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to prioritise tasks and manage time effectively.

 

Job benefits

  • Office hours of 8.30am to 5pm Monday to Friday. Flexible & part time hours offered to the right candidate. 
  • Flexibility, work life balance and family friendly working conditions. 

APPLY NOW

To apply for this position, simply fill in the form below and your application will be sent directly to the employer.
  • Accepted file types: pdf, doc, docx.
  • This field is for validation purposes and should be left unchanged.