Office Administrator / Client Services Officer - 4 days pw
Core
Providing administrative support and client services for a boutique financial planning practice, focusing on assisting retirees and supporting financial advisors.
Role type
Client Services and Administration Officer
Builds
Administrative workflows and client documentation for a financial planning firm
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Data entry, document management, correspondence handling, file preparation, attention to detail, MS Office/CRM proficiency
Preferred skills
Financial services background, experience with older client demographics
Responsibilities
General office and administrative support, data entry and maintaining client records, preparing and processing correspondence, scanning and filing, managing incoming/outgoing mail, assisting advisers with administrative tasks, preparing files for client meetings, assisting with implementing financial advice recommendations
Seniority
Individual Contributor, entry to mid-level