Customer Operations Administrator at Neilson Financial Services
Sydney, New South Wales, Australia -
Full Time


Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

0.0

Posted On

09 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Attention To Detail, Organization, Communication, Microsoft Office, Multitasking, Prioritization, Team Player, Mailroom Operations, Document Management, Quality Checks, Administrative Support, Customer Care Support

Industry

Insurance

Description
At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia. Join a passionate, results-driven team dedicated to delivering exceptional customer care. At Neilson Financial Services, we believe in exceeding expectations—not just meeting them. We're on the lookout for a proactive Customer Service Administrator to play a vital role in supporting our Customer Care and Retention teams, while keeping our office operations running smoothly. Location: Barangaroo (in-office role) Employment type: Full-time 37.5 hours per week 08:00 - 16:30 About the role: In this varied and fast-paced position, you’ll take ownership of the day-to-day operations of our mailroom while providing crucial administrative support. You’ll ensure mail and documents are handled efficiently and accurately, help maintain stock levels, and support the quality and compliance of customer communications. This is more than a back-office role—you’ll be a key part of how we deliver for our customers every day. Key responsibilities: Manage the receipt, sorting, and distribution of incoming and outgoing mail across departments Monitor stock levels and order supplies to keep operations flowing Organise and triage documents, ensuring they reach the right teams quickly and securely Support customer care by preparing and sending templated letters and emails, updating records, and maintaining customer profiles Conduct quality checks on documents for consistency and accuracy Collaborate with the Office Manager and third-party vendors to ensure the mailroom operates efficiently What you’ll bring: Strong attention to detail and excellent organisation skills Clear communication skills (written and verbal) Confidence using Microsoft Office (Word, Excel, Outlook) Ability to multitask and prioritise in a busy environment A team player attitude with a willingness to pitch in wherever needed Experience: Prior experience in an administrative or office support role is preferred Familiarity with mailroom operations or document management would be a plus Why join us? At Neilson, we’re a supportive, collaborative team where hard work is recognised and growth is encouraged. You’ll be part of a business committed to making life insurance more accessible while working in a professional yet friendly environment. If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you! Accessibility For Job Applicants We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation. Equal Opportunity Employer Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.
Responsibilities
The role involves managing the daily operations of the mailroom, including handling incoming and outgoing mail, monitoring stock levels, and organizing documents for quick and secure distribution. Additionally, the administrator will support customer care by preparing templated communications and maintaining accurate customer records.
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