Client Review Coordinator

This is a great opportunity to join a small, growing financial planning firm as a Client Coordinator.

We are looking for someone who is a super-organised, all-rounder who can support with advice admin but also more broader administrative work for the team. Ideally you have some experience with Intelliflo back office system.

Key responsibilities

• Assist with annual reviews and advice
• Help prepare documents prior to meetings
• Maintain client database and records
• Providing post meeting support
• Onboarding new clients
• Managing team diary and answering telepone calls
• General office administration duties

Essential skills:

• Excellent organisational skills

• Good eye for detail and accuracy

• Gets things done - a doer and completes the task well

• Excellent IT skills and proficient in Microsoft Office products

We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm or related financial services organisation.