Client Services Administrator
The Company This respected mid-tier accounting firm offers in-depth expertise in the areas of business services, taxation,... more info
Junior Client Services Administrator | Rockhampton
Salary:
60.00 - 80.00
Posted:
16-03-2025
Category:
General HR
Rockhampton,
Job Description
Add expected salary to your profile for insights Regional Financial Planning is an innovative life insurance business with offices located throughout Queensland. For many years, Regional has provided its clients with high-quality life insurance planning services, supplying solutions tailored to meet our clients’ diversified requirements. We have a friendly and collaborative team of people. We are motivated, professional, and enthusiastic about what we do, and are seeking like-minded people to join our business. Our working environment boasts an enthusiastic team who are empowered to achieve their best. Competitive salary $$ Full-time or part-time available Social events as a team Regional Financial Planning is seeking a proactive Client Services Administrator (entry level) to take on this rewarding opportunity in our Rockhampton office. This position is available on a full-time or part-time basis and requires consistent weekly hours. About the Role The primary objective for the position is to provide professional, efficient, and effective administrative support and initial client liaison. The role involves but is not limited to: Assist clients with enquiries, including updating bank details and addresses. Provide general advice and manage client appointments. Support Financial Planners with client management and documentation. Communicate effectively with clients and insurers. Handle incoming calls, emails, and daily mail. Assist with insurance quotes and implementation. Perform data entry into our CRM system and maintain comprehensive file notes. Regional will provide specific training and support to the successful applicant in obtaining the right qualifications to carry out the position and advance their career over the years. Teamwork You will be working in a team environment that focuses on achieving the best outcome for our clients. We are looking to discuss this role with candidates who align with our values and want to grow with our company. About You Working as part of a dynamic team, the right candidate should possess the following attributes: Strong communication and organisational skills Detail-oriented with excellent time management Proficient in Microsoft Office Suite (Word, Excel, Office 365) XPlan or paraplanning experience is highly regarded but not essential Self-motivated and quick learner Customer service-focused with relationship-building abilities Exceptional multi-tasker and team player If you’re ready to take the next step in your career and grow with us, we’d love to hear from you! To apply for this opportunity please click 'Apply Now' and include your current resume and brief cover letter outlining your suitability and why you are interested in the role. #J-18808-Ljbffr
Job Details
Salary: 60.00 - 80.00
Posted: 16-03-2025
Category: General HR
Rockhampton,
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