Senior Financial Administrator Support Professional

4 days ago

Ipswich, Australia beBeeAdministrator Full time $65,000 - $85,000
Job Title: Senior Financial Services Administrator

We are seeking an experienced Financial Services Administrator to join our professional team. The ideal candidate will have a strong background in financial administration and excellent communication skills.

Job Description:

This role will provide full administrative support to the financial services team, ensuring all deadlines are met. Key responsibilities include preparing valuation reports, drafting suitability reports, and maintaining accurate client records.

Responsibilities:
  • Providing high-quality administrative support to the Financial Services team.
  • Preparing valuation reports and meeting documentation.
  • Drafting Suitability Reports and ensuring accurate completion of all necessary documentation.
  • Liaising with clients, insurers, and providers.
  • Maintaining accurate client records and databases.
Skills & Qualifications:

The successful candidate will have:

  • Previous experience as a Financial Services Administrator.
  • Excellent IT skills, with proficiency in Microsoft Office (Word, Excel, Outlook).
  • Strong organisational and planning skills, with excellent attention to detail.
  • A professional, flexible, and proactive approach to work.
Benefits:
  • A competitive salary package.
  • Relevant exam support and study leave.
  • A supportive and friendly working environment.
  • Genuine opportunities for career progression within Financial Services.
  • 25 days holiday + bank holidays (increasing with length of service).
  • 6% employer pension contribution.

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