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Office Manager

2 weeks ago

Leederville, Western Australia Matich Financial Planning Full time $70,000 - $80,000 per year

About Us:

Matich Financial Planning is seeking to be a new force in Financial Advice in Western Australia. We are a new company unencumbered by mistakes of the past. We are willing and dedicated to creating a brighter future for our clients and the advice industry as a whole. We have an untiring commitment to transparent advice and achieving positive outcomes for our clients.

Duties included but are not limited to:

  • Assisting advisers with scheduling client meetings and managing boardroom bookings for strategy sessions.
  • Supporting advisers by preparing and organising paraplanning requests as needed.
  • Developing compliance-focused procedures and training resources for new hires to meet ASIC and industry expectations.
  • Delegating tasks to administrative staff and monitoring workflows to support efficient client service delivery.
  • Overseeing office records and accounts to ensure compliance with industry standards and maintain accurate financial oversight.
  • Maintaining adherence to occupational health and safety regulations to ensure a safe working environment.
  • Coordinating office space planning to ensure financial planners and staff have designated areas and access to essential tools for client work

Job Type: Full-time

Pay: $70,000.00 – $80,000.00 per year

Schedule:

  • 8 hour shift

Ability to commute/relocate:

  • Leederville WA 6007: Reliably commute or planning to relocate before starting work (Preferred)

Education:

  • Bachelor Degree (Preferred)

Experience:

  • Office management: 2 years (Preferred)

Work Authorisation:

  • Australia (Required)

Work Location: In person