Client Services Administrator

As a Client Services Administrator, you’ll be part of that engine room. You’ll work closely with financial planners to deliver exceptional back-office support, accurate reporting, and excellent client service.

Responsibilities

• Flex your numbers skills & be a valuable player of an international team.
• Crunch numbers, prepare reports, letters, and client communications.
• Lodge applications and client documentation on time and error-free.
• Liaise with financial institutions (banks, fund managers, insurers, etc.)
• Provide reliable admin support to keep business operations running seamlessly.

Requirements

• A degree in Accounting, Business, Commerce, or related field.
• Strong Microsoft Office skills (Excel, Word, Outlook).
• Experience with financial software (Xero, SAP, MYOB, QuickBooks, Xplan, insurance quoting tools) is a bonus.
• Previous experience as a VA or supporting international clients is an advantage.
• Understanding of financial services, banking, or accounting is a plus.
• Proven customer service mindset.