About the job

Office Administration Assistant & Client Services OfficerLocation: Bayside Melbourne Suburbs | Full-Time (In-Office 5 Days)

About the Business

A well-established, family-owned financial advice firm specializing in Life Insurance and Income Protection cover is seeking an experienced, full-time Client Services Officer to join their team. This role is pivotal in delivering exceptional service to clients while managing new business applications and general client service requirements in a professional, accurate, and timely manner.

Key Responsibilities

• Client Engagement: Provide exceptional service to clients and handle incoming phone enquiries.
• Administration & Scheduling: Manage calendars, schedule review appointments, handle incoming/outgoing correspondence, and maintain office stationery.
• Data & File Management: Set up new client records, maintain database integrity, and archive/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), perform general research, and support the broader team autonomously.

Skills & Qualifications

• Communication & Collaboration: Excellent written and verbal communication skills, with a proven ability to build strong relationships with internal and external stakeholders.
• Technical Proficiency: Intermediate skills in Microsoft Office (Word, Excel, Outlook).
• Work Ethic & Initiative: Strong attention to detail, proactive initiative, excellent multitasking skills, and a willingness to learn and follow directions.
• Professional Integrity: Strict confidentiality in managing sensitive client and financial data.
• Industry Experience: Prior experience within the Financial Services or Wealth Management industry is highly regarded.