Client Administration and Office support

About the role

Wealthshore is seeking a motivated and organised Client Service and Administration professional to join our growing team in Warrnambool. This full-time role will see you providing high-quality administrative and client support to our financial advice practice. With a focus on delivering exceptional customer service, you will play a key part in maintaining our client relationships and ensuring the smooth running of our operations.

What you'll be doing

• Providing responsive and friendly client support via phone, email and in-person interactions

• Maintaining accurate and up-to-date client records and administration systems

• Assisting with the preparation of client meeting materials and documentation

• Scheduling and coordinating client appointments and diary management

• Supporting the broader administrative functions of the financial advisory practice

• Liaising with third-party providers and internal teams to ensure seamless client service

What we're looking for

• Proven experience in a client service or administrative support role, ideally within the financial services industry

• Excellent communication and interpersonal skills, with a strong customer service focus

• Strong organisational and time management abilities, with the capacity to multitask and prioritise effectively

• Proficiency in using standard office software and client relationship management (CRM) systems

• A keen eye for detail and a commitment to maintaining high-quality records and documentation

• The ability to work independently as well as collaboratively within a team environment

What we offer

At Wealthshore, we are committed to make work fun. At Wealthshore we offer:

• Flexible work arrangements to support work-life balance

• Professional development and training opportunities

• A friendly, supportive and collaborative work environment

About us

Wealthshore is a leading financial planning firm with a strong presence across regional Victoria. Our mission is to help our clients achieve their financial goals through personalised, high-quality advice and exceptional customer service. With a team of experienced professionals and a client-centric approach, we are committed to making a positive difference in the lives of our clients and the communities we serve.

If you are passionate about providing outstanding client support and contributing to the success of a financial services organisation, we encourage you to apply for this exciting opportunity. Click apply now to submit your application.