Administrative Support Specialist

2 weeks ago


Shepparton, Victoria, Australia Chalmers Private Wealth Pty Ltd Full time

About Us :

We believe in creating a future where financial success is accessible to everyone.

Our vision at Chalmers Private Wealth Pty Ltd is not just about advising, but empowering individuals to take control of their finances.

We're seeking an experienced Administrative Support Specialist to join our team and play a vital role in ensuring seamless communication and coordination between clients and financial planners.

About You :

  • You hold a Victorian Certificate of Education or Certificate in Business Administration or equivalent.

Job Summary :

This role involves providing exceptional administrative support to our team, ensuring smooth day-to-day operations, and maintaining a clean and professional office environment.

Key Responsibilities :

  • Assist with calendar and diary management to ensure timely meetings and appointments
  • Perform general reception duties, welcoming clients and directing them to relevant team members
  • Answer incoming phone calls and direct them to the correct team member
  • Manage the company's email inbox, directing inquiries and correspondence to relevant team members
  • Handle mail and deliveries, including distributing income correspondence and outbound postage
  • Provide general administration and assistance during client appointments, including scanning and filing documents
  • Maintain a clean and organized workspace, adhering to company standards
  • Prepare and print physical files for client appointments
  • Offer general information and assistance to clients and visitors
  • Support the client services managers and other team members with clerical duties, as required
  • Assist with travel and accommodation arrangements, as well as catering for business functions

Job Benefits :

  • A growing and progressive financial planning business offering opportunities for career advancement
  • A supportive and collaborative team environment
  • Flexible working arrangements available for the right candidate

Contact Information :

Jacky Chalmers



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