Office Administrative Assistant & Client Services Officer

About the role

A well-established, family-owned financial advice firm specialising in life insurance and income protection cover is looking for an experienced, full-time Client Services Officer. The role delivers exceptional service to clients while handling new business applications and general client service needs, with 5 days per week in the office in the Bayside Melbourne suburbs.

Key responsibilities

• Client engagement: provide excellent service and handle incoming phone enquiries
• Administration and scheduling: manage calendars, schedule review appointments, handle incoming and outgoing correspondence and maintain office stationery
• Data and file management: set up new client records, maintain database integrity and archive and scan documents
• New business processing: prepare, submit and track new business applications through to policy issuance and implementation
• Operational support: prepare reports, liaise with professional referral partners (COIs), carry out general research and support the wider team autonomously

Required profile

• Excellent written and verbal communication, with a proven ability to build strong relationships with internal and external stakeholders
• Strong attention to detail, proactive initiative, excellent multitasking and willingness to learn and follow directions
• Strict confidentiality when handling sensitive client and financial data
• Prior experience in financial services or wealth management is highly regarded

Required skills

• Intermediate Microsoft Office (Word, Excel, Outlook)