Office Administrator

Company description:

Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services

Job description:

• Put your fingerprints on the future to progress your career
• Helping around 2 million Australians do more with their money
• Permanent Part Time Opportunity - Minimum 22.5 hours a week.
• Location: Mt Gambier, South Australia

Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people's skills and offering careers, not just jobs.

The opportunity to join our team

The position of Office Administrator & Receptionist is an essential element of Shadforth Financial Group (SFG) service delivery strategy. The Office Administrator & Receptionist is an extremely important role and will be responsible for a range of functions contributing to the effective, professional support to our Private Wealth Advisers and high quality service to our clients. The right candidate will be enthusiastic about greeting visitors and be able to operate in what can be a fast moving and dynamic industry, so you will need to be flexible and able to effectively deal with changes in the business and client needs as they arise. This role requires you to be present in the office on the days you work.

Key Responsibilities:

• Provide high-quality support to Advisory staff concerning all aspects of client contact.
• Oversee the reception function, ensuring a welcoming environment and maintaining cleanliness in the reception area and meeting rooms.
• Build rapport with clients, offering assistance such as beverages and ensuring a positive experience.
• Assist in arranging functions, meetings, catering, and appointments as necessary
• Handle incoming/outgoing mail, couriers, and fax distribution efficiently.
• Ensure adherence to office procedures, company policies, and ethical standards, including privacy and confidentiality.

What you will bring:

• Demonstrate high levels of honesty and ethical conduct.
• Exhibit confidence and the ability to engage effectively with a professional team.
• Communicate positively and respectfully with all levels of staff.
• Possess high typing speed and accuracy, with intermediate to advanced skills in Microsoft Office and familiarity with SFG software.
• Maintain high accuracy and meticulousness in all tasks.
• Take responsibility for completing tasks independently while effectively managing workflows under pressure.

Get great things done with us

What gets us excited about working here? Helping people feel good about their money as one of Australia's leading financial wellbeing organisations. From those starting out to those retiring. As your team, we'll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. With us, you'll be doing meaningful work as we lead the change we want to see in our industry.

Along the way, you'll be free to make your own decisions. Solve problems. And get great things done. Around here, we like to call it "putting our fingerprints on the future".

Challenge our industry to move forward

Have a question? Our Executive team will give you time. An idea you'd like to explore? We'll be right at your side - the side of progress, possibility and bringing financial wellbeing to more Australians.

To Apply

Read more about why you should join our team

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.