Administrative Associate

6 days ago

Sydney, New South Wales, Australia Capital Haus Group Full time $60,000 - $72,000 per year

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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