Client Service Administrator (CSA) Financial Planning Team

About Us
Bongiorno & Partners is a multidisciplinary professional services firm providing Accounting, Financial Planning, Finance, Insurance and SMSF services. We are committed to delivering exceptional client outcomes while creating long-term career opportunities for our people.
 
The Role
We are seeking an experienced Client Service Administrator to support our Financial Planning team. This role is suited to someone with strong administration skills, excellent attention to detail and a passion for delivering outstanding client service.
 
Key Responsibilities
- Prepare client review and advice documentation
- Implement advice recommendations and client requests
- Maintain client records and data integrity in Xplan
- Process client forms and onboarding documentation
- Liaise with clients and product providers
- Provide administrative support to Advisers and the wider team
 
About You
- Minimum 2 years' experience in a Financial Planning CSA, Wealth Management or similar role
- Strong attention to detail and organisational skills
- Excellent communication and client service skills
- Ability to manage competing priorities and deadlines
- Experience using Xplan is highly regarded
- Professional, reliable and team-oriented
 
Eligibility
- Australian Citizens, Permanent Residents or New Zealand Citizens only
- No employer sponsorship is available for this role
 
Why Join Us?
- Supportive and collaborative team culture
- Genuine career progression opportunities
- Ongoing learning and development
- Modern Edgecliff office location
- Join a respected and growing professional services firm
 
Apply now with your resume and a brief cover letter. We look forward to hearing from you.