Client Services Officer | Key Administration Coordination Role

About us:

ELM is a boutique financial planning practice that specialises in retirement planning. We pride ourselves on delivering exceptional service and we genuinely care for our clients and their loved ones. 

We are a family friendly employer that welcomes a flexible work-life balance. We are a process-driven firm that values efficiency, accuracy and attention to detail.

We hope to find someone that will embrace the opportunity to become a part of the ‘ELM family’.

We would love someone who:

• Is friendly, approachable and enjoys building relationships with clients
• Has fantastic communication skills (verbal and written)
• Is a team player, you will be a key part of our small hard-working team
• Has excellent attention to detail, a keen eye for numbers and a compliance focus.

Previous experience in a varied Client Services Officer or Administration role is advantageous, with strong computer literacy and customer service ethos a must.

An idea of the day-to-day responsibilities:

The Client Service Officer is a key client and Administration Coordination role in our small team environment. You will work closely with ELMs financial advisers and build long-term relationships with our clients.

Your days will be varied, with your primary responsibilities including:

• Client service – managing phone calls, enquiries, greeting clients in the office, emails and written correspondence.
• Adviser support - scheduling appointments, liaising with clients on behalf of the Advisers, appointment preparation, and personal assistance as required.
• Client portfolio administration – monitor workflows, maintain client data, completion, lodgement and management of applications with product providers, liaise with Centrelink and other government agencies.
• File administration – ensuring compliance, accurate record-keeping and filing, collation of documentation for client appointments and client correspondence.

Teamwork is key to our success. Our ideal candidate is flexible to pick up tasks as required, is process-oriented and takes pride in producing quality work.

ELM provides a happy, positive work environment for its stable and long-serving team.  Staff thrive on providing an excellent level of service and are rewarded with flexibility and opportunities for growth – both professionally & personally.  

If you are a client-focused administration guru looking to take the next step in your professional career, follow the prompts below to apply now!

If you would like to learn more about ELM Retirement Care and our team, please visit our website: elmretirement.care