Administrator – Financial Services
AMP Financial Planners Associations
Sydney CBD
$55k+super 

About the client:

AMP FPA are the largest network of CERTIFIED FINANCIAL PLANNER® professionals. As a not-for-profit membership organisation, they provide members with systems and processes, industry news, research and advice and regulatory standards.

About the role:
  
AMP FPA is looking for an self-motivated administrator with a flexible approach to support the Membership Manager. You will help to ensure a high-quality client service is delivered to the association and its members. You will be working in a client centric environment within a small collaborative team.

Duties include but are not limited to: 

• Respond to enquiries from members via phone and email
• Maintain and update member records and member renewals
• Manage and assist the organisation of events
• Capture member feedback, including issues and complaints
• Assist in putting together EDM’S and Newsletters
• Update content, articles and events for website 

To be successful you will have:

• Previous experience in a client service environment, ideally in Financial services
• Be highly organised and able to prioritise your workload
• Excellent admin skills and attention to detail
• A flexible approach to work and an ability to work autonomously
• Be a confident communicator - have a clear phone manner and able to empathise
• Strong customer service skills
• Proficient in Microsoft Office and Salesforce

If you feel you meet the above criteria and have outstanding customer service and administrations skills, please APPLY now! Alternatively, contact Louise and Emma on 02 9093 4925 for more information. 

Beaumont People specialises in all areas of NFP recruitment including memberships, fundraising and corporate partnerships.