Good with numbers?
Even better with people?
Join our team.
Kearney Group is made up of over 50 financial professionals and dreamers, doers, pioneers, and visionaries.
Our award-winning team is a family of big-picture thinkers and creators.
We're innovative, multi-disciplinary experts who draw on both left-brain data and right-brain instinct to yield winning insights; visionaries who keep one eye on the nitty gritty, and the other on the macro, long-term picture; experts who get to know our clients deeply - nurturing their hopes and dreams, truly understanding both their home and business-lives.
We're great with numbers, even better with people.
What you will be doing
The Client Service Administrator is a very powerful role in supporting the journey and experience of clients within our Integrated Advice Teams at Kearney Group.
You will be working across teams (Financial Planning, Accounting, Bookkeeping & Lending) and play an integral part in supporting new and existing clients and the service delivery across the Kearney Group business.
We have a people positive culture and a wonderfully connected team.
Key Responsibilities:
Clients
New client welcome and system set-up.
Client service group set-ups - Household/Business
Data collection and transfer requests.
Database changes (client data changes).
Client Konsole (secure portal) set-up.
People
Integrated Advice Team support.
Client communication and correspondence.
Technical Excellence
System updates and data quality management
Process updates and documentation.
Google suite
Administration
Client document management
Meeting booking/scheduling
Operational support
Core Capabilities, Traits & Behaviours:
Organised, efficient and strong attention to detail.
Collaborative, client focused, and good communication skills.
Accurate, adaptable, with an eyes up approach.
Process oriented with confidence to strongly, and positively, influence quality standards.
Experience
A Client Service Administrator is the pathway to Support Services Coordinator role.
It is a knowledge build role across services in Integrated Advisory Teams.
Administration experience in a financial services business is preferred but not required.
Confidence, coordination, and leadership skills, with a focus on standards and process, is preferred.
About Kearney Group.
In a professional landscape ruled by best practice, we are the frontier of truly integrated financial advice for pioneers and their businesses.
Our unique skills and truly holistic capability combines the experience and technical know-how required to tackle task-based work, with the creativity needed to drive meaningful transformation.
We occupy the 'intersection' between businesses and their households, becoming catalysts for connection and the collision of ideas.
We are a lifelong home for the entrepreneurial spirit.
Kearney Group is an Equal Opportunity Employer and values diversity, enables access, and promotes inclusion in our workplace.
We strongly encourage applications from Aboriginal and Torres Strait Islander people.
Connect with us.
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