Administration Assitant

2 weeks ago

Greater Sydney Area, Australia Curo Financial Services Full time $60,000 - $80,000 per year

We are an
industry-leading financial advisory practice
that prides itself on our expertise and the outstanding outcomes we achieve for our clients. We are seeking an exceptional
Administrative Assistant / Receptionist
to join our team.

This role combines high-level administrative support with responsibility for managing our client-facing office. You will be the first point of contact for clients and visitors, while also providing comprehensive support to our support team, advisers, and paraplanners.

You will work primarily from our dedicated client meeting office — separate from the rest of the team — so we need someone who is confident working independently, highly motivated, and proactive in taking ownership of tasks.

What We're Looking For

We want someone who is:

  • A self-starter with strong motivation and initiative.
  • Hungry to learn and ambitious, with a genuine desire to progress.
  • Proactive in taking on tasks, not waiting to be asked.
  • Comfortable working in relative isolation, while remaining a strong team player.
  • Professional in manner, with exceptional written and verbal English communication skills.
  • Organised, efficient, and detail-oriented, with the ability to prioritise and follow through to completion.

Key Responsibilities

  • Reception & Client Experience
  • Greet and host clients in our meeting office, ensuring they feel welcomed and supported.
  • Maintain a professional, organised, and client-ready office environment.
  • Act as the first point of contact for clients and external stakeholders.
  • Administrative Support
  • Provide day-to-day support to executives, advisers, and paraplanners.
  • Draft, format, and edit professional correspondence and emails.
  • Manage CRM (AdviserLogic) records and ensure client data is accurate and up to date.
  • Download renewals from insurer portals and follow up on dishonours.
  • Handle general administrative tasks, from simple documents to more complex drafting.
  • Office & Process Management
  • Take ownership of managing the client office space.
  • Support ongoing improvements to internal processes that enhance efficiency and the client experience.
  • Work proactively and independently to complete assigned tasks.

About You

Core Qualifications & Skills:

  • Minimum 3 years' experience in a receptionist, administrative assistant, or office support role.
  • Strong self-motivation with pride in producing work of the highest standard.
  • Previous financial services experience is preferred but not essential.
  • Proficiency in Microsoft Word, Outlook, and solid knowledge of Excel.
  • Excellent communication skills — confident, professional, and client-service focused.
  • Comfortable managing client interactions and liaising with product providers.
  • Strong organisational and time management skills, with outstanding attention to detail.
  • Experience with CRM systems (AdviserLogic highly regarded).

Why Join Us?

  • Be part of an industry-leading financial advisory practice.
  • Play a key role in shaping the client experience and representing our brand.
  • Work independently in a professional and client-focussed environment, while still part of a supportive team.
  • Gain exposure to the financial services industry, with genuine opportunities for growth and progression.

  • Disability Support Worker

    2 weeks ago

    Greater Adelaide SA, Australia ANGEL PATH CARE Full time $24,000 - $32,000 per year

    Currently seeking experienced disability support workers dedicated to improving the lives of people they work with. We have multiple clients in Adelaide and surrounding suburbs currently seeking high quality support.Applicants will ideally have experience with mental health and complex behaviours and have a person centred-approach to care.About the Role: The...

  • Administration Assitant

    3 weeks ago

    Sydney, New South Wales, Australia Buscojobs Full time

    Get AI-powered advice on this job and more exclusive features.We are an industry-leading financial advisory practice that prides itself on our expertise and the outstanding outcomes we achieve for our clients. We are seeking an exceptional Administrative Assistant / Receptionist to join our team.This role combines high-level administrative support with...

  • Administration Assitant

    3 weeks ago

    Sydney, New South Wales, Australia Curo Financial Services Full time

    Get AI-powered advice on this job and more exclusive features.We are an industry-leading financial advisory practice that prides itself on our expertise and the outstanding outcomes we achieve for our clients. We are seeking an exceptional Administrative Assistant / Receptionist to join our team.This role combines high-level administrative support with...

  • Site Administrator

    2 weeks ago

    Sydney, New South Wales, Australia D4C Full time

    Sydney Water have partnered with Delivering 4 Customers (D4C) to deliver; design, construct, maintenance and facilities management services as part of the P4S program in Sydney Water's Southern Region of Sydney.D4C is a consortium comprising of John Holland, Service Stream and WSP. We will provide long term employment opportunities to diversify the skills of...

  • Site Administrator

    6 days ago

    Sydney Central Business District, Australia D4C Full time

    Sydney Water have partnered with Delivering 4 Customers (D4C) to deliver; design, construct, maintenance and facilities management services as part of the P4S program in Sydney Water's Southern Region of Sydney. D4C is a consortium comprising of Comdain Infrastructure, John Holland, Servicestream and WSP. We will provide long term employment opportunities...

  • Office Administration Assistant

    2 weeks ago

    Sydney, New South Wales, Australia Swimart Mona Vale Full time

    **About the business**Swimart Mona Vale is a dynamic retail and service company that covers the Northern Beaches region. Providing expert advice on maintaining our clients pools and pool equipment and managing the ongoing service requirements for our strong customer base. Housed in a busy industrial hub, our shopfront and warehouse site offers clients...

  • Personal Assistant

    6 days ago

    Sydney, Australia Ashdown Consulting Full time

    $50 - $55 per hour + Super - 6 month contract (likely to extend) - Sydney CBD / Hybrid **Personal Assitant / Administration Officer | 6 month contract | $61.05 per hour Inc. Super** - $50 - $55 per hour + Super - 6 month contract (likely to extend) - Sydney CBD / Hybrid **About the Role** - Support multiple teams and customers in a fast-paced environment,...

  • Executive Assitant

    1 day ago

    Sydney, Australia Ampersand Full time

    **9 Month Contract + potential for extension** **Pay: $55 - $65 / hour + super** **Location: Parramatta with flexibility to work from home some days per week** **Primary purpose of the role** The Executive Assistant provides administrative and management services to the Executive Director to support the efficient and effective operation of the office and...

  • Receptionist & Bookkeeper

    7 days ago

    Sydney, New South Wales, Australia C&J Group Pty Ltd Full time

    I am looking for an admin assitant with bookkeeping abilities who is able to use xero accounting softwaretasks involve;- answering phones- rescheukling appointmnets- bookkepping- basic daily admin dutiesplease send CV looking to start asap, location of office is Belmore**Job Types**: Full-time, Part-time, PermanentPart-time hours: 32.5 per week**Salary**:...

  • Pharmacy Dispense Tech/Shop Assistant

    2 weeks ago

    Sydney, New South Wales, Australia Concord Hospital Medical Centre Pharmacy Full time

    Pharmacy Dispense Tech/shop assistant Part time/full timeMonday 8-3.30pm, Tuesday 8-3.30pm, Wednesday 8-3.30pm, Thursday 8-3.30pm and Friday 8-3.30pmWe are looking for experienced dispensary tech/ shop assitant to join us.exceptional customer service and communication skillsdedicated work ethicability to work autonomously and in a teamwillingness to learn...