Client Services Administrator

Description:

Join an established leading multi-disciplinary financial services organisation located in the CBD of Newcastle. This role will see you have the opportunity to work within a close-knit, collaborative team allowing you to utilise your current skill set and experience within professional services. Ownership of your role is imperative, to foster and maintain excellent client and stakeholder relationships, offering the highest levels of service.

About You

To be successful in this role, you will be motivated, display initiative and have a minimum of 3 years' experience in the Financial Services industry. Critical to this role will be your ability to communicate with high levels of attention to detail with a broad range of stakeholders.

The Role

• Working closely with the Administration Co-ordinator and reporting to the Chief Operating Officer, the role is about providing effective assistance to the Business Services Team and the broader administration team.
• Be a team player and assist in providing effective, proactive administration support for the practice
• Responsible for ensuring all data received is accurately entered on a timely basis into appropriate applications/databases, including key industry Regulators.
• Preparing documentation to a professional standard for annual tax planning & liaising with government bodies and negotiating on behalf of clients.
• Provide appointment and diary co-ordination for clients and including the gathering and co-ordinating of information in preparation for the client appointments.
   

As an integral member of the team, you will have a thorough knowledge of the Financial Services industry, enjoy taking ownership of the role and enjoy working with a supportive & successful team.