DCL Recruitment
Follow us on Facebook Connect on LinkedIn Recruitment & Consulting Services Association Australia Corporate Member
  << Back to All Current Jobs  

Part Time Client Services Admin - Front Office


Use your Admin & Coordination skills – Diary Management

Our Client is a well established and successful Financial Planning firm with a strong professional reputation offering a high performing, progressive and supportive team environment.

The Role
Working within a positive and autonomous environment as part of the Client Services Team you will be providing Front Office Client Service Support as well as assisting with administration duties in the daily running of the office.

• Management of x4 Advisors diaries – scheduling client meetings
• Daily use of CRM to start and manage workflows and updates
• First point of Client contact both over phone and face to face
• Team assistance & general office duties

Skills & Experience
• A self starter with the ability to work in a fast paced environment
• High attention to detail and organisational skills coupled with the ability to multi task across a wide range of responsibilities
• Word/Excel/PowerPoint and Outlook
•Previous experience using CRMs

To be successful you will have a positive, proactive and professional approach to your team and to clients!

Dee Why Location
X3 days per week or flex days School hours
Role offering Career Opportunities
Perfect for a multi tasker who enjoys positive client interaction and likes to be challenged
100% Office Based
Close to public transport and shops

If you feel you have the skills and ability please send your resume to helen@dclrecruitment.com.au or for more information please call Helen or Rachelle on 9905 3566

Register your interest online
Call DCL Recruitment on 02 9905 3566

© 2013-2023 DCL Recruitment. All rights reserved.  |  Login  |  Privacy Policy
Online website builder by Chilli Websites