Support / Administration Officer Financial Planning

2 days ago

Hawthorn East, Australia ARETE Advisory Services Full time

We’re a small team looking to add to our office based team, are you a person who has a focus on support to clients then this role is for you. While we value enthusiasm, this role now prioritises applicants with prior admin experience (any industry). Financial services exposure is a bonus, not a must.

We are a client-first financial planning firm focused on clear advice, reliable execution and compliance excellence. We run modern processes (Microsoft 365, e-signing, cloud document control) and value people who take ownership and keep things moving.

The role

You’ll be the organiser who keeps our advisers and clients on track. Typical tasks include:

- Managing our Annual Fee-for-Advice renewals: scheduling, tracking, follow-ups and record-keeping
- Preparing review packs, file notes and templated client communications
- Coordinating DocuSign packs and platform uploads; maintaining accurate document/version control
- Calendar and meeting support; pre-meeting checklists and post-meeting actions
- CRM updates and task management (WorksSorted/Xplan )
- General office admin: inbox triage, data entry checks, scanning, reconciliations, and ad-hoc projects
- Admin support for the 2 active planners

About you
- Admin experience (essential) — professional services or finance is ideal, but not required
- Strong attention to detail and comfort working with templates and checklists
- Confident with Microsoft 365 (Outlook, Word, Excel, Teams, SharePoint/OneDrive)
- Clear written and verbal communication; courteous client manner
- Proactive, organised, and comfortable working to compliance processes and deadlines

What we offer
- Flexible hours (school-hours friendly options available)
- Supportive team, clear processes, on-the-job training
- A forward-thinking, systems-driven environment where good processes are valued

**Job Type**: Part-time

Pay: $28.00 - $40.00 per hour

Expected hours: 24 per week

Work Authorisation:

- Australia (required)

Work Location: In person

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