Executive Assistant

6 days ago

New Town, Tasmania, Australia Nigel J Barling Financial Services PL Full time $60,000 - $80,000 per year

Executive Assistant - Boutique Financial Planning Firm

Permanent Position with Excellent Benefits

Join our growing boutique Financial Planning office in Hobart.

Nigel J Barling Financial Services, with over 25 years of experience, is a trusted and respected firm dedicated to delivering personalised financial planning strategies to help clients achieve their unique financial and lifestyle goals. We are seeking an experienced Executive Assistant to join our supportive team on a permanent basis.  Seeking a candidate who is available for an immediate start.

Benefits

  • Permanent full-time opportunity
  • Stable, family-owned boutique business
  • Collaborative and supportive team environment
  • Salary will be negotiable, based on experience (as per Banking and Finance Award) ,dependent on experience and suitability .

About the Role

Working closely with a Senior Financial Adviser, your role will focus on providing exceptional administrative and client service support to ensure seamless preparation and follow-up for client meetings, with a strong emphasis on documentation accuracy and CRM management.

Responsibilities:

  • Coordinate with paraplanners and team members to ensure all required documentation is prepared for client meetings
  • File signed documents correctly in the CRM and other relevant systems post-meeting
  • Prepare accurate and timely CRM file notes, ensuring they are correctly filed
  • Update and maintain client information within our CRM system
  • Respond to client queries promptly and professionally
  • Schedule and manage client appointments
  • Maintain data integrity and uphold compliance standards
  • Perform general administrative tasks to support the team, which includes making and receiving phone calls
  • Financial planning industry experience highly desirable.

About You

QUALIFICATIONS AND ATTRIBUTES REQUIRED

To succeed in this role, you will bring:

  • Experience using CRM systems highly desirable
  • Ideally 2 years' experience in a similar role administration with an ability to learn
  • Exceptional client service skills
  • Strong written and verbal communication skills
  • Proficiency in Microsoft Word and Excel
  • A proactive, 'can do' attitude with a willingness to learn
  • Ability to work independently and collaboratively within a team
  • Excellent organisational skills and attention to detail
  • Capability to manage multiple tasks and meet deadlines
  • Adaptable and flexible approach to work
  • Strong problem-solving skills
  • Probation period will apply and be discussed to suitable candidate.

Why Join Us?

We are a boutique financial advisory business committed to providing exceptional, personalised, and confidential services to our clients. This full-time, on-site role offers the opportunity to work within a dedicated and talented team, with training provided to support your success.

If you are motivated by administrative excellence, enjoy supporting advisers or other professionals, and are eager to contribute to a client-focused team, we would love to hear from you.

How to Apply

Please submit your resume and a cover letter outlining your suitability for the role. Shortlisted applicants will be contacted directly for the next stage of the process.

  • Personal Assistant to the Vicar General

    2 days ago

    New Town, Tasmania, Australia Archdiocese of Hobart Full time $60,000 - $80,000 per year

    The Archdiocese of Hobart is the expression of the Catholic Church in Tasmania, the Archdiocese covers the whole of Tasmania, including Catholic Church parishes throughout Tasmania. Chancery Services provides executive, administrative and logistical support to the Archbishop and Vicar General in the administration of the diocese and its Parishes, Pastoral...

  • Executive Assistant

    2 days ago

    New Farm, Australia Burger Urge Full time

    Dynamic Work Environment: Experience a vibrant workplace that encourages creativity and innovation - Career growth and promotion pathways - Vibrant and enjoyable team in a dynamic fun setting Burger Urge is a dynamic and rapidly growing brand in the hospitality industry, known for its high-quality food and excellent customer service. We are passionate about...

  • Executive Assistant

    2 days ago

    New Farm, Australia Burger Urge Full time

    Dynamic Work Environment: Experience a vibrant workplace that encourages creativity and innovation - Career growth and promotion pathways - Vibrant and enjoyable team in a dynamic fun setting Burger Urge is seeking an organized, proactive Executive Assistant to support our leadership team at HQ. This role involves managing calendars, scheduling meetings,...

  • Executive Assistants

    2 weeks ago

    Lismore, New South Wales, Australia Lismore City Council Full time $89,267 - $112,910 per year

    About Us Our vision is powered by a deep commitment to enhancing the quality of services we offer to our community. Today, Lismore is flourishing, and it's the perfect time for those who live, work, and play here to embrace and celebrate everything that makes Lismore so special. We warmly welcome individuals who bring fresh perspectives and unique skills,...

  • Executive Assistant

    2 days ago

    New Lambton Heights, Australia Hunter New England Local Health District Full time

    **Organized, empathetic, and marketing-savvy — supporting paediatric storytelling that makes a difference** **Employment Type**: Temporary Full Time Until January 2026 **Position Classification**: Administration Officer Level 4 **Remuneration**: $72,285.58 - $73,940.16 + 12% Super + Salary Packaging **Hours Per Week**: 38 **Requisition ID**:...

  • Executive Assistant

    6 days ago

    Waterloo, New South Wales, Australia Sonder Full time $80,000 - $120,000 per year

    At Sonder, we believe that every person deserves to feel safe, supported, and empowered to be at their best - wherever they are. That's why we're redefining workplace health, safety, and wellbeing through a seamless blend of technology and human expertise. Sonder's mobile platform provides 24/7, real-time support from a dedicated team of safety, medical, and...

  • Executive Assistant- Property

    1 week ago

    New Farm, Australia Burger Urge Full time

    This position will see you utilise your administration, time management, and problem-solving skills on a daily basis to process compliance tasks, leasing administration, franchisee relationships and assisting with various administrative and account management duties. Role Overview: As Executive Assistant to the Head of Property, you will play a key role in...

  • Executive Assistant – CRM

    10 hours ago

    Liverpool, New South Wales, Australia Paragon Engineering Pty Ltd Full time $90,000 - $120,000 per year

    Are you an organised and tech-savvy professional who thrives in small to medium professional services environments?Paragon Engineering is seeking a mature professional who can balance executive support with CRM and digital media coordination. This is a hands-on role critical to the smooth running of our business, you'll help develop systems, processes and...

  • Executive / Team Assistant

    6 days ago

    Orange, New South Wales, Australia Storco Full time

    Orange, Blue Mountains & Central West NSWExecutive / Team AssistantFull time (12 Month Contract) | Immediate StartThe Executive / Team Assistant provides high-level administrative and coordination support across Storco'sSales, Marketing, and Operationsteams.This role acts as a link between management, internal departments, and external partners —...

  • Executive Assistant

    2 weeks ago

    New Lambton, Australia Hunter New England Local Health District Full time

    **Remuneration**: $72,285.58 - $73,940.16 per annum + super + salary packaging **Employment Type**: Permanent Full Time **Position Classification**: Admin Off Lvl 4 **Location**: Awabakal Country | John Hunter Hospital **Hours Per Week**: 38 **Requisition ID**: REQ533783 **Applications Close**: Sunday, 19th January 2025 **The role**: From managing busy...

  • Executive Assistant

    7 days ago

    Macquarie Park, New South Wales, Australia Optus Full time $80,000 - $120,000 per year

    We're seeking a proactive and professional Executive Assistant to provide high-level administrative support to our newly appointed Chief Legal Officer. This role is ideal for someone who thrives in a fast-paced environment, can manage competing priorities, and enjoys building strong working relationships across teams. You'll play a key role in enabling our...