Office Administrator

2 weeks ago

Perth, Western Australia Wealth Collective Full time $60,000 - $80,000 per year
About us

Wealth Collective Financial Advice was founded in 2019 with one end in mind. Financial advice done differently.

Our advisers have 40+ years of combined experience, from working on complex strategies for private clients and business owners, to first home buyers and young families looking to take control of their financial lives.

We are a young, dynamic team passionate about helping everyday Australians with their investments, superannuation, life insurance & income protection needs.

We are looking for a highly-organised, friendly & enthusiastic Office Administrator to join the Wealth Collective team

The opportunity

We're looking for a highly organised, personable, and proactive team member to be the friendly first point of contact for clients, keep our day-to-day operations running smoothly, and assist with the delivery of our digital marketing campaigns.

The core of your role will be client engagement and administration, but you'll also contribute to executing marketing initiatives — including preparing and sending email campaigns, updating our website, and assisting with other digital activities.

What you'll bring
  • A confident, engaging personality — comfortable speaking with clients over the phone and via email
  • Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment
  • Previous experience in administration, customer service, or finance (desirable but not essential)
  • Interest or experience in supporting digital marketing campaigns and website updates
  • WordPress knowledge highly regarded, but not essential
  • A collaborative mindset and enthusiasm for learning new skills
Tasks & responsibilities
  • Be the first point of contact for new and existing client enquiries
  • Manage adviser appointments, calendars, and meeting preparation
  • Follow up with clients on meeting times, documents, and outstanding requirements
  • Assist with revenue processing and reporting for advisers and referral partners
  • Support personal insurance claims management and client service needs
  • Help execute digital marketing campaigns, including preparing and sending email communications, maintaining website content, and coordinating campaign materials
  • Assist in maintaining organised systems and processes to support our growing client base
Benefits
  • Flexible working arrangements (Monday to Wednesday in the office, Thursday & Friday WFH, 4.5 day working week)
  • 5 weeks annual leave
  • Free financial advice
  • Supportive, close-knit team environment with on-the-job training provided

If you're ready to combine your client service and administration skills with the opportunity to contribute to digital marketing initiatives, we'd love to hear from you.

Apply now to join our team and help us deliver financial advice differently.

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