Business Administrator

7 days ago

Adelaide, South Australia beBeeAdministrative Full time $50,000 - $75,000
Job Description

Take the next step in your administrative career by joining our team as a Client Administrator & Receptionist. This is an exciting opportunity for someone who thrives on detail, loves working with people and wants to build a long-term future in a professional services environment.

As the first point of contact for our clients, you will be responsible for managing office operations, including reception, greeting clients and general office duties. You will also support Financial Advisers by managing client meetings, assisting with record keeping and documentation.

Additionally, you will work with our CRM and IT systems such as MS365 and Xplan. Your attention to detail and great organisational habits will ensure that all tasks are completed efficiently and effectively.

  • Be the primary point of contact for our clients - professional, empathetic and solutions-focused.
  • Manage office operations for the team, including reception, greeting clients and general office duties.
  • Support Financial Advisers by managing client meetings, assisting with record keeping and documentation.
  • Work with our CRM and IT systems such as MS365 and Xplan.
Required Skills and Qualifications

We are seeking an individual with a solid background in administration within a professional services environment. Strong skills in reviewing and handling documents, contracts or financial data are essential. High attention to detail and great organisational habits are also required.

  • A strong background in administration within a professional services environment.
  • Strong skills in reviewing and handling documents, contracts or financial data.
  • High attention to detail and great organisational habits.
Company Benefits

At our company, we believe in creating a workplace that fosters growth, collaboration and a commitment to excellence. We offer a range of benefits to support your career development and well-being, including:

  • Comprehensive training and ongoing learning opportunities.
  • Annual all staff conferences and culture days throughout the year.
  • Exposure to a respected and growing financial advice business.
  • Pathways into more technical roles like producing Statements of Advice (SOAs) if you're interested.

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