Administration Officer
1 week ago
About us
O.S. Financial Planning is an established, small, professional team providing ongoing financial planning services to a long-standing client base. We pride ourselves on the strong relationships we have with our clients.
We are looking for a person to join our firm to support our two Financial Planners.
The role
This is a diverse role with the successful applicant being called on to:
- Manage the Advisors Diary & Correspondence
- Set Up investment portfolios.
- Maintain Client Databases.
- Input to the Accounting System & Manage Payment systems in conjunction with the Practice Principal.
- Follow up clients and investment managers to ensure required outcomes are achieved.
- Undertake basic reception duties.
- Lead special projects from time to time.
Qualities
The successful applicant needs to:
- Be happy to work with and be part of a small, close-knit group.
- Demonstrate a strong understanding of Microsoft Office (Word, Excel & Outlook)
- Demonstrate an ability to be self-directed and self-driven in their day-to-day work.
- Have good written and verbal communication skills.
- Have a willingness to learn new things
A knowledge of MYOB Accounting and XPlan database would be seen as an advantage but not essential.
Ongoing mentoring and support will be provided as your build your knowledge on investments and procedures.
Next Step
To apply, please submit a cover Letter and Resume via Seek.
Your Resume should include 1) an introduction to you 2) your past work history 3) qualifications/skills and 4) two references.
-
Administration Officer
1 week ago
Yarra Valley & High Country, Australia Rural City of Wangaratta Full time $60,000 - $90,000 per yearMake a Meaningful Impact Every DayAdministration Officer – Aged & Community CareWangaratta, VIC | Temporary Part Time (24 hours per week until July 2026) | $35.43 per hour + superAre you ready to join a team that's passionate about supporting our ageing community — and do it all while enjoying the lifestyle perks of one of Victoria's most vibrant...
-
Engagement & Administration Officer
1 week ago
Yarra Valley & High Country, Australia Squad Full time $30,000 - $60,000 per yearEngagement & Administration OfficerSquad is seeking a passionate individual to join their team as a Engagement & Administration Officer.Benefits for youWork with a supportive and purpose-driven organisation that values community impactGain exposure to both recruitment and community engagement functionsBuild professional networks and relationships across...
-
Administration Officer
1 week ago
Yarra Valley & High Country, Australia Central Medical Group Full time $60,000 - $80,000 per yearWe are looking for an experienced medical receptionist to join the Central Medical Group team.This is a permanent role for 3 days a week . We are looking for experience, flexibility and energy. In return you will become a part of a small team within a family oriented, well established GP practice.If you are committed to providing a great customer service...
-
Administration
1 week ago
Yarra Valley & High Country, Australia Life Plan Strategic Solutions Full time $60,000 - $80,000 per yearAbout the role This full-time Administration role at Life Plan Strategic Solutions' in Wodonga, VIC is an excellent opportunity for an experienced administrative professional to join a growing organisation and support the day-to-day operations of the business. You will play a key role in ensuring the smooth running of the office and providing high-quality...
-
Administration Officer
1 week ago
Yarra Valley & High Country, Australia Albury Wodonga Health Full time $90,000 - $120,000 per yearAbout the RoleClosing Date: 31/08/2025Join the largest regional health service between Sydney and MelbourneCompetitive salary plus generous salary packaging optionsDynamic work environment and collaborative team cultureAbout the roleThe Administration Support - Allied Health and Community Programs role will be a valued member of the Allied Health Team. The...
-
Yarra Valley & High Country, Australia Wodonga Institute of TAFE Full time $95,894 - $108,879 per yearContract Administration Quality and Compliance OfficerFull Time, Ongoing$95,894 - $108,879 Per Year Plus SuperLocation: WodongaSupport Defence training through expert contract complianceLead quality reporting for strategic partnershipsJoin a dynamic team driving national capability growthABOUT THE ROLEAre you a detail-oriented and collaborative...
-
Yarra Valley & High Country, Australia Albury Wodonga Health Full time $80,000 - $100,000 per yearAbout the RoleClosing Date: 07/09/2025Dynamic work environment and collaborative team cultureFlexibility for balancing work and life commitmentsInclusive workplace cultureThe Mental Health Administrative and Scanning Support Officer will be a valued member of the Kerferd team and will be required to provide administrative support to the Program Manager and...
-
Yarra Valley & High Country, Australia Albury Wodonga Health Full time $80,000 - $120,000 per yearAbout Albury Wodonga Health (AWH)AWH serves as the largest regional healthcare provider between Sydney and Melbourne, situated in the border cities of Albury and Wodonga. With a dedicated team of over 3,000 professionals, we proudly service a population of up to 300,000 across North-East Victoria and Southern NSW. Our extensive network encompasses two...
-
Event Administrator
1 week ago
Yarra Valley & High Country, Australia RBR Party Hire Full time $60,000 - $80,000 per yearAbout the roleWe are seeking an experienced Event Administrator to join our dynamic team at RBR Party Hire in Wodonga, Victoria. As our Event Administrator, you will play a crucial role in ensuring the seamless organisation and execution of our diverse range of events and functions. This is a full-time position that will see you work closely with our event...
-
Administration Clerk
1 week ago
Yarra Valley & High Country, Australia Ron Finemore Transport Services Pty Limited Full time $60,000 - $80,000 per yearAdministration Clerk - WodongaThe Ron Finemore Transport Group is a leading, regionally based, transport operator servicing the Eastern States of Australia.Ron Finemore Transport offers its employees:Excellent conditionsFlexible working arrangementsAbove award wages and other benefitsProgressive and supportive work environment.A Part Time Position with an...
