Company Overview This highly successful boutique financial planning firm is seeking an experienced customer service and administration professional to join their friendly team based in the CBD. This role will see you utilise your strong administration skills as well as your professional client facing skills to manage all client enquiries, update and maintain records via XPLAN and assist with reviews and reporting. This is a truly unique opportunity for you to take the next step in your career. Key ResponsibilitiesHandle client enquiries providing superior service via phone and emailMaintain and update client records through XPLANSchedule client meetings and manage portfolios to ensure all information is up to datePreparation of investment review reportsManage and improve task threads and templatesAssist with statements/records of adviceLiaise with internal and external stakeholders building strong working relationshipsPrepare up to date market material and communicate with clientsAssist with distribution of client mail outsGeneral administrative duties as required Key RequirementsOne years’ plus experience working in financial services High level of attention to detail and accuracyIntermediate MS office skillsWell presented with excellent written and verbal communication skills To Apply Please click on the apply button to be considered for this exciting opportunity or contact Hannah Ebers for confidential discussion. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.