Office Admin Assistant
1 week ago
Office Administrative Assistant
Location: Mulgrave
Are you organised, detail-focused, and looking to build a career in financial planning? Join our growing advice practice as an Office Administrative Assistant and support our advisers in delivering quality outcomes for clients.
What you'll do:
- Be the first point of contact for clients.
- Prepare client review packs, SOAs, and reports.
- Process superannuation rollovers, insurance applications, and investment paperwork.
- Maintain client records in client data base and ensure compliance.
- Liaise with super funds, investment platforms, and insurers.
What we're looking for:
- Strong organisational skills with attention to detail.
- Clear and professional communication style.
- Prior admin or client service experience in financial services (preferred).
- Proficiency in Microsoft Office; financial planning experience highly regarded.
- Positive, team-oriented mindset.
- Minimum 1-2 years administration or client service experience (financial services preferred but not essential)
- Strong data entry skills with high attention to accuracy
- Full working rights in Australia
Why join us:
- Supportive team with training provided.
- Career development opportunities in financial advice.
- Exposure to superannuation, investments, and insurance advice.
- A professional, client-focused environment.
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