Administrative Support Specialist

2 days ago

Sydney, New South Wales, Australia beBeeAdministrative Full time
Job Description

We are seeking an exceptional professional to join our team as an Administrative Support Specialist. This role combines high-level administrative support with responsibility for managing our client-facing office. You will be the first point of contact for clients and visitors, while also providing comprehensive support to our support team, advisers, and paraplanners.

This is a unique opportunity to work independently in a professional and client-focussed environment, while still part of a supportive team. As an Administrative Support Specialist, you will play a key role in shaping the client experience and representing our brand.

Responsibilities:

  • Maintain a professional, organised, and client-ready office environment.
  • Provide day-to-day support to executives, advisers, and paraplanners.
  • Draft, format, and edit professional correspondence and emails.
  • Manage CRM records and ensure client data is accurate and up to date.
  • Download renewals from insurer portals and follow up on dishonours.
  • Handle general administrative tasks, from simple documents to more complex drafting.

Required Skills and Qualifications

  • Minimum 3 years' experience in a receptionist, administrative assistant, or office support role.
  • Strong self-motivation with pride in producing work of the highest standard.
  • Previous financial services experience is preferred but not essential.
  • Proficiency in Microsoft Word, Outlook, and solid knowledge of Excel.
  • Excellent communication skills — confident, professional, and client-service focussed.
  • Comfortable managing client interactions and liaising with product providers.
  • Strong organisational and time management skills, with outstanding attention to detail.

Benefits

  • Be part of an industry-leading organisation.
  • Play a key role in shaping the client experience and representing our brand.
  • Work independently in a professional and client-focussed environment, while still part of a supportive team.
  • Gain exposure to the financial services industry, with genuine opportunities for growth and progression.

Others

  • Seniority level - Mid-Senior level.
  • Employment type - Full-time.
  • Job function - Administrative.
  • Industries - Insurance.

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