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Business Operations Coordinator

1 month ago

Adelaide, South Australia people2people Full time

A dynamic opportunity has arisen for an experienced Administrative Support Specialist to join a leading National Mid-Tier Accounting Firm in Adelaide.

About the Company

Our client is a renowned provider of financial services, committed to delivering exceptional value to clients through their steadfast dedication to excellence. With a strong focus on employee well-being and development, they foster a dynamic, friendly, and professional culture that encourages growth and innovation.

Salary

The successful candidate will be offered a highly competitive remuneration package, estimated at $65,000 - $80,000 per annum, reflecting the company's commitment to rewarding exceptional talent.

About the Role

This multifaceted position requires a highly organised and reliable individual to provide administrative support to the Wealth Advisory department. Key responsibilities include:

  • Managing Director's diaries, scheduling meetings, phone calls, and Zoom sessions
  • Triage new enquiry calls and website approaches
  • Manage Strongbox for WA Division, including storage, document removal, database updates, and electronic filing
  • Creating New Opportunities and Opening and Closing Matters
  • Preparing agendas, attending meetings, and taking minutes for WA Team and Innovation Committee
  • Assisting with corporate actions, property syndicates, and fee consent reporting
  • Maintaining supply of printed marketing materials and preparing adviser packs for new clients
Required Skills and Qualifications

To succeed in this role, applicants should possess:

  • Diploma or Certificate IV in Business Administration or relevant experience
  • Strong technical skills in MS Office, Xplan/Iress, Worksorted, Australian Money Market, and APS
  • Attention to detail, high organisational skills, and reliability
Benefits

The company offers a range of benefits, including:

  • Training and development opportunities
  • Competitive remuneration package
  • Access to employee well-being benefits
  • State-of-the-art corporate office environment