Client Services Administrator Financial Planning Team

About the role

As a Client Services Officer, you will sit at the core of our advisory and client services function, supporting advisers with the operational and administrative work that underpins high-quality advice and client outcomes. You will gain exposure to financial documentation, advice preparation, tax-related workflows and ongoing client servicing across a diverse client base. The role requires accuracy, discretion and the ability to manage multiple work streams.

Key responsibilities

• 5 days a week in the office in St Leonards

• Administrative support through all areas of the financial advice process

• Work closely with our clients to ensure the advice process is clear and efficient

• Maintenance of client records within client folders and via our CRM – Adviser Logic

• Maintenance of client portfolio records via software provider Praemium

• Ongoing administration of our client's personal insurances

• Implementation of advice including preparation and tracking of tasks

• Lodgement and follow up of both new applications and relationship maintenance with third party providers

• Assisting clients with their queries via phone and email

• Willingness to take on new tasks and support Sage Wealth to deliver excellent customer service

About you

• Experience in a financial planning client service or financial adviser support role is preferred

• Demonstratable strong computer literacy

• Excellent attention to detail

• Strong communication skills and ability to build rapport with both clients and professionals

• Motivated and enthusiastic employee who shows initiative

• Work effectively in a team environment

• Comfortable managing priorities in an environment with competing demands and deadlines

• Australian permanent resident status is required for this position

About us

Sage Wealth Management is a growing wealth advice practice, located directly above the train station in St Leonards, offering highly personalised, quality financial advice to our HNW clients.

Benefits

• On the job training and support

• A challenging and varied role

• Flexibility around annual leave requirements in school holidays etc