Client Services Officer and Administrative Assistant

ActOn Wealth | Full-time | Melbourne

ActOn Wealth is a well-established financial advice and lending business focused on helping clients make confident financial decisions and achieve meaningful long-term outcomes.

We are a close-knit, supportive team that values genuine client relationships, high-quality work and people who take ownership of their role.

We are looking for an organised and proactive Client Services Officer to support our financial advisers and help deliver a smooth, professional experience for our clients.

The primary focus of the role will be client service and advice administration, with additional responsibility for general office and administrative support.

• Supporting advisers with the preparation and implementation of financial advice

• Managing client applications, forms and supporting documentation

• Liaising with clients, super funds, investment platforms and insurance providers

• Following up outstanding information and keeping clients updated

• Updating client records, workflows and tasks within our CRM

• Preparing correspondence, reports and meeting documents

• Booking appointments and assisting with adviser diary management

• Answering incoming calls and assisting with general client enquiries

• Providing broader administrative support across the business

• Previous Client Services Officer, financial planning administration or professional services experience is preferred

• Strong attention to detail and organisational skills

• Confident communicating with clients by phone and email

• Able to manage competing priorities and follow tasks through to completion

• Comfortable using Microsoft Office and CRM systems

• Positive, reliable and willing to support the wider team

Experience within financial advice, superannuation, investments or insurance will be highly regarded, although training can be provided to the right person.

• A supportive and approachable team environment

• Exposure to a broad range of financial advice work

• Training and ongoing professional development

• Opportunity to take on greater responsibility as the business grows

• A role where your contribution to the client experience is genuinely valued

Please apply with your resume and a brief cover letter outlining your relevant experience and interest in the role.