Office Administration

1 week ago

Melbourne, Victoria, Australia Arco Full time $60,000 - $90,000 per year

About us

We are a boutique financial advisory business dedicated to providing exceptional quality, personalised and confidential services to our clients. This full-time position will require you to provide administrative assistance within the Financial Planning Team. Part time applicants will be considered. We have an exciting opportunity for an  Client Service Officer to join our dedicated and talented team.

Training will be provided, however a background in financial planning / finance is preferred.

This role is on-site.

About the Role

Your responsibilities will include but will not be limited to:

  • Entering client information into the Xplan database and ensuring client data is accurate and up to date.
  • Executing Financial Plan recommendations including processing new applications, data entry and monitoring the progress of applications.
  • Answering client calls and welcoming clients to the office for meetings.
  • Producing client reports, forms, meeting documentation and general correspondence.
  • Producing business reports, such as client lists, and assisting with business projects such as mail outs and client events.
  • Provide administration support to the Advisers including scanning and filing, typing, processing mail and other correspondence and helping out as required.
  • Consistently ensuring compliance standards are adhered to.
  • Following the business engagement and client servicing processes.

About You

To be a successful in our team you will have very good client services skills, including the following:

  • Experience using Xplan financial planning software (well regarded)
  • High attention to detail and accuracy
  • Excellent at Multi-tasking
  • Intermediate to advance skills in Microsoft office suite
  • Be motivated by administrative duties and financial information processing
  • Jump at the chance to help others
  • Tertiary education will be highly regarded
  • Respond well to demands on your time with the focus on productivity
  • Must be a self starter, but still be capable of following instructions when necessary
  • Enjoy the opportunity to present your ideas in a team environment
  • A methodical approach to decision making
  • The confidence to question where further information is required.

If you feel you suit the criteria, we look forward to receiving your reply.

Please attach a cover letter, applicants will be contacted directly for the next stage of the process.

  • Administrative Coordinator

    2 weeks ago

    Melbourne, Victoria, Australia Hays | Office Support Full time $60,000 - $80,000 per year

    Step into a pivotal coordination role where your HR admin expertise and office management skills shine. Your new company Are you an experienced administrator looking for a dynamic and autonomous role within a growing organisation? We're seeking a proactive and organised individual to take ownership of office operations and support key administrative...

  • Student Services Administrator

    2 days ago

    Melbourne, Victoria, Australia Hays | Office Support Full time $60,000 - $90,000 per year

    Your new companyJoin a prestigious corporate organisation located in the heart of Melbourne's CBD and an equally leafy Hawthorn location. This organisation is known for its dynamic workplace culture, professional way of operation and commitment to delivering high-quality services across its operations. This is a fantastic opportunity to be the welcoming face...

  • IT Systems Administrator

    2 weeks ago

    Melbourne, Victoria, Australia Australian Taxation Office Full time $104,000 - $130,878 per year

    The key duties of the position include: We are seeking an experienced and strategically driven leader to join our Digital Client Interactions team.As an IT Systems Administrator (Siebel), in our Enterprise Solutions and Technology business area, you will lead one or more work teams and be accountable for managing staff performance and the allocation of...

  • IT Systems Administrator

    4 weeks ago

    Melbourne, Victoria, Australia Australian Taxation Office Full time

    We are seeking experienced and motivated individuals to join our Digital Client Interactions team.OverviewAs an IT Systems Administrator (Siebel) (APS 6), in our Enterprise Solutions and Technology business area, you will work in a dynamic and complex technological environment, guiding, mentoring, and assisting or leading a team. You will investigate and...

  • IT Systems Administrator

    4 weeks ago

    Melbourne, Victoria, Australia Australian Taxation Office Full time

    We are seeking experienced and motivated individuals to join our Digital Client Interactions team. Overview As an IT Systems Administrator (Siebel) (APS 6), in our Enterprise Solutions and Technology business area, you will work in a dynamic and complex technological environment, guiding, mentoring, and assisting or leading a team. You will investigate...

  • Service Delivery Officer

    4 weeks ago

    Melbourne, Victoria, Australia Australian Taxation Office Full time

    Service Delivery Officer / Debt Collection OfficerJoin to apply for the Service Delivery Officer / Debt Collection Officer role at Australian Taxation OfficeService Delivery Officer / Debt Collection OfficerJoin to apply for the Service Delivery Officer / Debt Collection Officer role at Australian Taxation OfficeGet AI-powered advice on this job and more...

  • Service Delivery Officer

    4 weeks ago

    Melbourne, Victoria, Australia Australian Taxation Office Full time

    Service Delivery Officer / Debt Collection Officer (AM)Join to apply for the Service Delivery Officer / Debt Collection Officer (AM) role at Australian Taxation OfficeService Delivery Officer / Debt Collection Officer (AM)1 day ago Be among the first 25 applicantsJoin to apply for the Service Delivery Officer / Debt Collection Officer (AM) role at Australian...

  • Administration Officer

    4 weeks ago

    Melbourne, Victoria, Australia Refugee Legal Full time

    POSITION: Administration Officer, Refugee Legal OVERVIEW OF ORGANISATION: Refugee Legal is an independent community legal centre specialising in refugee and immigration law, policy and practice.Refugee Legal has been assisting asylum seekers, refugees and disadvantaged migrants in the community and in detention for over 37 years and has substantial casework...

  • Administration Officer

    2 weeks ago

    Melbourne, Victoria, Australia Private Advertiser Full time $60,000 - $80,000 per year

    Administration OfficerWe are seeking a proactive and detail-oriented Administration Officer to provide comprehensive administrative support across the organisation. This role will report directly to the Human Resources Manager and will play a critical part in ensuring the smooth and efficient operation of daily office functions, reception duties, site...

  • Office Administration

    2 weeks ago

    Melbourne, Victoria, Australia Hyspec Full time $45,000 - $60,000 per year

    About UsHyspec Hydraulics has specialized in the design and engineering, manufacture, service, and product sales of mobile and industrial hydraulic equipment throughout Australia for over 30 years. Our reputation is built on quality, innovation, and customer service, and we are seeking an experienced and motivated Office Administrator to join our team.About...