
Administrative Associate
2 days ago
Location: Sydney, NSW
Reports to: Practice Manager / Client Services Manager
Employment Type: Full-time
Salary Range: $55,000 – $60,000 + Super
Position Purpose
The Administrative Associate is responsible for providing administrative support to advisers and the client services team, ensuring the efficient day-to-day operation of the office. This role plays an integral part in maintaining accurate client records, supporting compliance requirements, and delivering a high standard of internal and external service.
Key Responsibilities
• Provide administrative support to advisers and the client services team.
• Assist with client onboarding, including preparation of documentation and data entry.
• Manage incoming calls, emails, and general correspondence.
• Maintain accurate and up-to-date client records in CRM systems.
• Prepare and collate documents for client meetings.
• Monitor and manage office supplies and oversee general office maintenance.
• Support compliance processes and record-keeping as required.
• Assist with diary management and scheduling of internal and client meetings.
• Coordinate travel bookings and manage expense claims.
• Perform other ad hoc duties as required to support the team and office operations.
Key Skills and Attributes
• Strong organisational and time management skills.
• Excellent verbal and written communication skills.
• High attention to detail and accuracy.
• Positive, proactive attitude with a willingness to learn.
• Ability to work independently as well as collaboratively within a team.
• Proficient in Microsoft Office (Word, Excel, Outlook).
Qualifications and Experience
• Previous experience in an administration or office support role.
• An interest in financial services or wealth management is advantageous.
Performance Measures
• Accuracy and timeliness of administrative tasks.
• Quality of internal and external communication.
• Compliance with organisational policies and procedures.
• Ability to prioritise workload and meet deadlines.
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