Client Services Administrator - Ad-hoc Specialist | Financial Planning | Norwood Are you a highly organised and resilient administrator with an eagerness to learn and a passion for exceptional client service? Davies Stewart is delighted to partner with a dynamic and respected Financial Planning firm in Norwood, Adelaide, to find their next Client Services Administrator - Ad-hoc Specialist. This is a crucial employment opportunity for a meticulous candidate who thrives on variety and wants to make a tangible difference in clients' financial lives. About the Opportunity: This full-time job is built around providing vital support across the Financial Planning department, specialising in managing complex and varied administrative requests. If you have a background in financial services administration (or similar high-detail environments like accounting), and possess an inquisitive problem-solving ability, this is your chance to shine. As the Ad-hoc Specialist, you will handle everything from implementing financial advice to managing deceased estates and urgent client support tasks. This is a role for an accountable professional with exceptional attention to detail who is ready to leverage their skills in a fast-paced and rewarding Adelaide team. Key responsibilities will include: Advice Implementation: Executing financial advice, including opening accounts, managing share registries, and processing super rollovers. Specialised Administration: Handling complex, non-routine tasks such as Deceased Estate administration, processing ad-hoc applications (e.g., Finclear, Macq CMA), and managing change of trustee for SMSFs. Client Communication: Serving as a primary contact for clients via phone and email, providing support for tax report queries and online access issues. System Management: Maintaining accurate Xplan data and efficient task/thread management. General Support: Providing administrative backup, including scanning, printing, binding, and occasionally covering reception duties. What You'll Bring: A background in financial services or similar high-detail administration (accounting or general office experience will be considered). Exceptional organisational abilities and a methodical, resilient approach to task prioritisation and completion. A strong, proactive problem-solving ability and an eagerness to continually expand your knowledge within the financial planning industry. Proficiency in computer skills and the ability to be professional, well-mannered, and highly reliable. If you are a capable and accountable candidate ready for a challenging and rewarding job in South Australia, we encourage you to apply now. Apply Now To register your interest, please forward your current resume and cover letter via the application link. Your confidential application will be acknowledged by email and shortlisted applicants will be contacted by phone from the Davies Stewart team. For a confidential conversation please contact our office | 08 8232 8008 To stay up to date with this role and other positions available through Davies Stewart, please visit our website and social platforms or contact our friendly team. P | 08 8232 8008 E | info@daviesstewart.com Follow Us LinkedIn: daviesstewart Facebook: DaviesStewartRecruitment Instagram: DaviesStewartRecruitment Back to search results
