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Our client is a highly respected Financial Planning practice that provides high-quality, professional wealth planning and management services. Their Port Pirie office currently requires a highly capable and experienced Client Services Officer to join their professional team in a full-time capacity.

This position is key in delivering a high level of client service and in ensuring the smooth and efficient running of this small, close-knit team. Drawing on your experience in a similar role you will be able to embark on this role quickly and efficiently.

The main responsibilities of the role include but are not limited to:

• Provide administrative support to the Director and staff;
• Database maintenance;
• Reception duties;
• Electronic diary management;
• Centrelink liaison;
• Data entry into portals including Xplan;
• Any other ad hoc duties as requested.

The successful candidate will possess:

• High proficiency in Microsoft Word;
• Strong data entry skills;
• Excellent attention to detail;
• Experience with Centrelink requirements will be highly regarded;
• Experience in Xplan software would be an advantage;
• High level computer skills;
• Good organisation skills, including diary management for others;
• Good written and verbal communication skills;
• The ability to multi-task and prioritise on a range of administration tasks.

Able to work both individually and as part of a team, the successful candidate will be a motivated professional with good people skills.

Please forward your application and resume to applynow@thehrroom.com.au

Please note: only successful applicants will be contacted.