Administrative & Client Service Executive

About the Role

We are looking for an organised, dependable and personable individual to support a family wealth planning practice in daily administration and client servicing. With training and experience, you will progressively take on client facing responsibilities, including meeting clients to update their information and coordinate routine servicing matters.

Job Responsibilities

Administration & Business Support

• Prepare and organise documents for client meetings, applications and servicing requests.

• Maintain accurate client records, databases and digital filing systems.

• Check documents for completeness and follow up on outstanding information.

• Liaise with insurers and other service providers to track submissions and resolve administrative matters.

• Coordinate appointments, manage schedules and arrange client review meetings.

• Monitor emails and client messages, highlighting matters requiring attention.

• Assist with client events, workshops and other operational tasks.

Client Service & Follow-Up

• Respond to routine client enquiries and assist with administrative requests.
• Coordinate updates to client particulars and supporting documents.
• Track outstanding servicing matters and ensure timely follow-through.
• Prepare meeting notes and maintain clear records of client requests and agreed actions.
• Handle confidential information with care and professionalism.

Progressive Client-Facing Responsibilities (With appropriate training and demonstrated competency)

• Attend client meetings to support documentation and follow-up.
• Conduct scheduled client information update sessions using an approved checklist.
• Assist clients with routine servicing forms and document collection.
• Identify matters requiring the financial consultant’s attention and arrange further discussions.

Financial advice and product recommendations remain the responsibility of the financial consultant.

Job Requirements

• Good organisational skills, attention to detail and consistent follow-through.
• Clear communication skills and a warm, professional manner.
• Comfortable interacting with clients in person, over the phone and through written messages.
• Able to work independently after training and manage competing priorities.
• Proficient in Microsoft Office; familiarity with Outlook, Excel and digital filing systems is an advantage.
• Willing to learn and gradually take on greater responsibility.
• Previous experience in administration, customer service, banking or insurance is an advantage, but not essential.

What You Can Expect

• Part-time working hours, with a regular schedule agreed upon.
• Practical training and direct guidance from an experienced financial consultant.
• Exposure to family wealth planning operations and client relationship management.
• Opportunities to develop administrative, communication and client service skills.
• Scope to grow into a broader client service role based on performance and interest.