Join a local Ballarat Financial Services Firm as a Client Services Administrator Client Services Administrator/Manager Ballarat, VICPermanent Opportunity | Financial Services | Career Development Your new companyA highly reputable and professional financial advice practice in Ballarat is seeking a motivated Client Services Administrator to join their team. This is an excellent opportunity to work closely with experienced advisers and play a pivotal role in delivering an exceptional client experience. Your new roleReporting to the Senior Financial Adviser, you will be responsible for supporting the endtoend financial advice process while being the first point of contact for clients. You will ensure the seamless implementation of advice, uphold compliance obligations, and provide highquality administrative and client service support. Key responsibilities include: Acting as the first point of contact for client enquiries and managing incoming calls Coordinating client meetings, preparing documentation, and managing followup tasks Supporting advisers with pre and postmeeting documentation and communications Implementing advice, including account setup, investment switches, purchases and insurance applications Preparing execution-only RoAs and assisting with SoA/RoA implementation plans Maintaining accurate client information and SMSF administration activities Liaising with fund managers, platform providers, insurers, accountants, and legal partners Ensuring all activities adhere to compliance and AFSL requirements Updating XPLAN regularly and supporting continuous process improvement Contributing positively to the team and assisting with onboarding new staff What youll need to succeedYou will bring a proactive, detailfocused and clientcentric approach, along with:Qualifications & Experience: Undergraduate degree in finance or business (preferred) Minimum 2 years experience in client services within a smallmid-sized financial planning firm Proficiency with Microsoft Office and database systems Experience using XPLAN (highly desirable) Skills & Attributes: Excellent verbal and written communication skills Strong interpersonal skills and ability to build genuine client relationships High level of accuracy, organisation, and time management Strong understanding of compliance obligations Ability to adapt to changing responsibilities High integrity, strong work ethic and a proactive mindset Eligibility: Permanent working rights in Australia Valid Police Check Current Drivers Licence What youll get in return A supportive and collaborative team environment Opportunities for ongoing professional development Exposure to a wide range of financial planning functions A stable, permanent position with longterm career potential If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. 2983152
