Office Manager

2 weeks ago

Leederville, Australia Matich Financial Planning Full time

About Us:
Matich Financial Planning is seeking to be a new force in Financial Advice in Western Australia. We are a new company unencumbered by mistakes of the past. We are willing and dedicated to creating a brighter future for our clients and the advice industry as a whole. We have an untiring commitment to transparent advice and achieving positive outcomes for our clients.

**Duties included but are not limited to**:

- Assisting advisers with scheduling client meetings and managing boardroom bookings for strategy sessions.
- Supporting advisers by preparing and organising paraplanning requests as needed.
- Developing compliance-focused procedures and training resources for new hires to meet ASIC and industry expectations.
- Delegating tasks to administrative staff and monitoring workflows to support efficient client service delivery.
- Overseeing office records and accounts to ensure compliance with industry standards and maintain accurate financial oversight.
- Maintaining adherence to occupational health and safety regulations to ensure a safe working environment.
- Coordinating office space planning to ensure financial planners and staff have designated areas and access to essential tools for client work

Pay: $70,000.00 - $80,000.00 per year

Schedule:

- 8 hour shift

Ability to commute/relocate:

- Leederville WA 6007: Reliably commute or planning to relocate before starting work (preferred)

**Education**:

- Bachelor Degree (preferred)

**Experience**:

- Office management: 2 years (preferred)

Work Authorisation:

- Australia (required)

Work Location: In person

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