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HR Partners
About the role
Location: Melbourne CBD (First 4 weeks 100% onsite training, then hybrid: 3 days office / 1 day home)
Contract: 12-Month Fixed Term Contract
Salary: $95,000 Including Super (Pro Rata)
Hours: Part-Time / 4 Days per Week (Wednesdays required)
Join a leading financial advice team in the Melbourne CBD as a Client Service Administrator. Working within a collaborative advice operations team, you will deliver high-quality administrative support to financial planners and members, helping ensure smooth advice delivery and seamless client experiences.
Key ResponsibilitiesManage shared team inboxes, client enquiries, and daily operational task queues.
Maintain accurate client records, file notes, and compliance data in XPLAN.
Liaise with third-party providers to submit authorities and collect client information.
Assist with strategy implementation, fee processing, invoicing, and follow-ups.
Collaborate with advisers, paraplanners, and support teams to drive process improvements.
Proven administrative experience within Financial Planning / Financial Services.
Solid proficiency using XPLAN and Microsoft Office.
Excellent written and verbal communication skills with strong attention to detail.
Ability to work effectively in a team, manage competing priorities, and take ownership of tasks.
RG146 compliance or relevant financial planning qualifications (Diploma/Advanced Diploma) highly regarded.
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via randstad.com.au — opens their site
Applications via randstad.com.au
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