Administration Assistant
2 days ago
On the job training & mentoring
- Exciting role combining administration, team and client support
- Commence your career in administration
**The Role**
We have a fantastic opportunity for individual looking to commence a career in administration. Working alongside two other administrators you will provide admin support to our financial planning team.
**The Firm**:
Accru Melbourne is a long standing, award winning financial services organisation. With around 80 employee’s you are a person not a number Our employee’s receive individualised training. Working in our friendly, down to earth firm you will receive ongoing training and support.
**In this busy, varied role, your responsibilities will include**:
- Processing mail, filing, scanning, database maintenance and phone calls
- Preparing letters, correspondence and reports
- Actively engaging with the new client onboarding process
- Coordinating mailouts
- Liaising with Accru accounting team re tax requirements for clients
- Arranging meetings for financial advisers
- Assisting the team to follow-up documents from clients
- Directly assisting clients with administrative tasks - eg. account access issues/queries, arranging corporate action and bill payments and other ad hoc requirements
**To successfully obtain this role you will have**:
- Strong time management and organisational abilities
- Excellent communication and the ability to build rapport with team members and clients
- High attention to detail
- Ability to work collaboratively as part of a team
- Experience using Office 365 and Microsoft Teams
**Benefits**:
As well as a great culture and working environment, we offer:
- Social Club and regular social events
- Ongoing training
- Health and well-being program including subsidised gym memberships and weekly Pilates
- Employee discounts
- Career advancement opportunities and more
**To apply**:
Please forward a cover letter and resume
Applications may be addressed to Kate Cain, People & Culture Advisor.
The successful applicant will be required to undergo a criminal record check.
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