Part-Time Office Administrator

17 hours ago

Hawthorn East, Victoria, Australia AMEGA Financial Solutions Full time $45,000 - $60,000 per year

Part-Time Office Administrator – Client Support (School-Hours Friendly)

Are you looking to re-enter the workforce or find a new role that balances professional fulfilment with family life?

We're a small, supportive financial planning firm, and we're seeking an experienced administrator who enjoys organisation, teamwork, and helping clients.

This is an
in-person, part-time role
with flexibility around school hours – perfect for parents returning to work or those wanting steady, meaningful work without sacrificing family commitments.

About Us

We're a self-licensed client-first financial planning practice focused on providing clear advice, reliable execution, and compliance excellence. We use modern systems (Microsoft 365, DocuSign, cloud-based document management) and value people who take ownership and keep things moving.

The Role

You'll be the person who keeps our advisers and clients on track. Day-to-day, you'll:

  • Manage our Annual Fee-for-Advice renewals: scheduling, tracking, and follow-ups
  • Prepare review packs, file notes, and client communications
  • Coordinate DocuSign packs, maintain accurate document control
  • Support advisers with meeting preparation and follow-up actions
  • Keep our CRM (WorksSorted/Xplan) up to date
  • Assist with inbox management, data entry, scanning, reconciliations, and ad-hoc admin projects

About You

  • Prior admin experience (essential) – any industry; professional services or finance a bonus
  • Strong attention to detail, comfortable working with templates and checklists
  • Confident with Microsoft 365 (Outlook, Word, Excel, Teams, SharePoint/OneDrive)
  • Clear and courteous communication (written and verbal)
  • Proactive, organised, and comfortable working to compliance processes and deadlines

What We Offer

  • Flexible hours – school-hours friendly
  • Supportive, family-friendly environment with clear processes and on-the-job training
  • A forward-thinking, systems-driven workplace that values people and balance

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