Job Title

Prominent Financial Services is a well-established and respected boutique financial planning practice. We pride ourselves on our attention to detail and a high level of personal and professional service. At Prominent, we believe in empowering our clients to build a secure financial future through tailored advice and personalised service. We are seeking a dedicated Client Services Administrator to join our friendly team on a 4-5 day work week, with some flexibility. Your Role: As a Client Services Administrator, you will be integral to our client service process, handling client files from start to finish. You will support our Senior Adviser in research preparation, client liaison, and implementation of financial advice. Your responsibilities will include: Implementing Statements of Advice. Addressing existing client requests. Performing day-to-day clerical and administrative functions. Conducting performance compliance checks to ensure adherence to all regulatory requirements. Assisting with general office duties, including providing support to other team members and reception relief when needed. The Successful Candidate Will Demonstrate: Self-motivation and enthusiasm. Proficiency in Microsoft Office Suite and Outlook. Knowledge and experience in financial planning. Experience using Xplan. Excellent verbal and written communication skills. A friendly demeanour, positive attitude, and strong work ethic. Ability to work effectively in a small team environment. Financial planning qualifications are highly regarded but not essential. Australian work rights are required for this position. Why Join Prominent Financial? Joining Prominent means becoming part of a friendly team that values professionalism, integrity, and clientcentric service. We offer a supportive work environment with opportunities for professional growth and development. If you are interested in this position, please forward your current resume! Your application will include the following questions: Which of the following statements best describes your right to work in Australia? How many years'' experience do you have as a Client Services Administrator? Which of the following Microsoft Office products are you experienced with? Have you completed a qualification in financial planning? Do you have customer service experience? How much notice are you required to give your current employer? Do you have a current Police Check (National Police Certificate) for employment? #J-18808-Ljbffr