Kearney Group
Operations · Full-time · Melbourne, Australia
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.
Learn more about our brilliant team, the perks of joining our firm and how we’re transforming lives at https://kearneygroup.com.au/our-story/work-with-us
What you will be doing
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:
Key skills & qualities
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, co-ordination and leadership skills, with a focus on in standards and process, is preferred.
From logic to magic.
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. Visit kearneygroup.com.au for more. 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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Kearney Group
Kearney Group is a nationally-recognised financial advice firm based in Fitzroy, Melbourne AU. In professions ruled by silos and "best practice", our #TrulyIntegrated advice model is shaking up the future of financial services for pioneering businesses and their households. After nearly 40 years of experience, we know that what goes on at home deeply impacts work, and what goes on at work has a profound impact at home. We also know professional silos in financial services work against your needs, no matter the complexity of your circumstances. So our Integrated Advice Teams (IATs) are intentionally designed to break down the walls between divisions and advisers, and embed collaboration into the very heart of what we do. We occupy the ‘intersection’ between businesses and their households, becoming catalysts for connection and the collision of ideas. We are pushers of boundaries, seekers and questers - always searching for a better way and a better life. Today, our team is made up of over 50 financial professionals, dreamers, doers, collaborators and visionaries - all working collectively across our award-winning Private Wealth, Business Advisory and Strategic Lending services.