We are super excited to be recruiting for a financial planning organisation
who offer full flexibility in terms of working arrangements and pride themselves on their family-like culture! These guys have been around for the last 20 years and pride themselves on the clever product and exceptional level of service they provide their customers from all over Australia.
What’s in it for you?
- Fully WFH position -
hello work-life balance!
-
The freedom
to help out with school pickup/drop off with flexible working hours!
- $70,000 + Super
- Second to none
workplace culture
- Annual incentive trips - the team loved visiting the beaches of Bali
last year!
- Opportunity for invaluable life experiences working in financial planning!
More About the Role
This role will involve assisting existing customers with their financial requests. A busy, fast-paced role which is predominately email-based, will require adequate computer skills and a high level of attention to detail. Working amongst a supportive team, you will be given all the training you need to ensure you’re ready to hit the ground running.
Key Requirements
- A ‘no job is too big or small’ work ethic
- Customer service and administration experience is advantageous
- Previous experience in the finance industry is looked upon favourably
- Computer skills, proficiency in Microsoft Office, Gmail and Outlook
- CRM experience preferred, particularly Hubspot
- A sense of humour and good attitude is a must!
*Only shortlisted candidates will be contacted
If this sounds like an opportunity you can't miss on - please APPLY NOW! If you have any questions please reach out to Marcus - marcus@smaart.com.au
Client Care Administrator
Client Care Administrator
Contract Type:
Full Time
Location:
Melbourne - VIC
Industry:
Admin / Secretarial / Office Support
Salary:
70000 - 70000
Reference #:
3958316
Contact Name:
Contact Email:
Contact Phone:
Date Published:
29-Aug-2025