Client Service Administrator

The Opportunity
Are you looking to start your career in Administration, or do you already have some experience in the field? We have a fantastic opportunity for a motivated individual to join us in the role of Client Services Administrator (CSA). Working alongside a CSA team, you will manage the service and administrative needs of our Wealth Management team, ensuring smooth workflow and client satisfaction.
 
In this busy, varied role, your responsibilities will include:

• Scheduling meetings and client visits.
• Preparing applications, letters, correspondence, and reports for clients and third parties.
• Liaising with our accounting and offshore teams.
• Managing mail processing, filing, scanning, database maintenance, and phone calls.
• Directly assisting clients and team members with administrative tasks, and more!

About Us
With over 150 years of experience, we’ve been dedicated to delivering positive financial solutions through exceptional client leadership. As part of a global network and a holistic integrated financial services business, we provide personalised financial services across Business Advisory Services, Audit and Wealth Management, catering to both local and international clients.
 
Your Benefits Await
Get ready for a fulfilling journey filled with exciting perks! Here’s what we offer:

• Dive into a diverse range of projects and engage with a variety of clients.
• Experience a supportive and motivated culture and work environment.
• Join our active social club and participate in regular social events.
• Access our comprehensive health and wellness program.
• Enjoy ongoing training and opportunities for career advancement.

We Value Candidates with:

• Time management and organisational abilities.
• Excellent communication and the ability to build rapport with team members and clients.
• Strong attention to detail.
• Ability to work collaboratively as part of a team.
• Experience providing admin support to a team (preferred but not essential).

Experience with the following technology is desirable:

• Office 365 – Intermediate Level.
• Ability to assist with Microsoft Teams

How to Apply
Ready to take the next step in your career? Simply submit a cover letter and resume. For additional merit, we encourage exploring our video cover letter option!
 
Applications may be addressed to Bella Houlahan, our dedicated People & Culture Administrator.
 
Apply now and start shaping your future with Accru Melbourne!
 
Connect With Us
Stay updated on our latest news and opportunities:
Facebook: www.facebook.com/accrumelbourne
Instagram: www.instagram.com/accrumelbourne/
LinkedIn: www.linkedin.com/company/accru-melbourne
And follow us on Tiktok! @ Accru Melbourne
 
We’re committed to inclusivity! Should you require any accommodations or support during the application process, please don’t hesitate to reach out and let us know.