
Administrative Supervisor Position
7 days ago
We are seeking a highly skilled administrative professional to join our team in Canberra. As a key member, you will be responsible for implementing strategic process improvements, managing client relationships, and ensuring compliance with procedures.
Key Responsibilities:
- Implementing strategic process improvements to enhance operational efficiency
- Managing client relationships and delivering exceptional customer service
- Liaising with clients, fund managers, and third parties to facilitate seamless communication
- Managing the client database and review process to ensure accuracy and timeliness
- Assisting financial advisers with advice preparation to provide comprehensive solutions
Requirements:
- A minimum of 5 years experience in an administrative role within a Financial Planning business
- Proven track record in client relationship management and building strong networks
- Excellent verbal and written communication skills, with the ability to articulate complex information effectively
- Exceptional attention to detail and organizational skills, with a focus on precision and quality
- Proficiency in Xplan/Financial Planning software and Microsoft Office applications
What We Offer:
- Annual Performance-Based Bonuses to recognize individual achievements
- Carpark facilities for convenience and accessibility
- A friendly and collaborative team environment with a great company culture
- Flexible working hours to balance work and personal life
- A central CBD location with easy access to amenities
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