Your new company

Our client is a well-established financial advisory firm known for delivering exceptional client service and professional financial solutions. With a strong reputation in the industry, they are committed to providing tailored financial guidance while maintaining the highest standards of compliance and client care. Conveniently located in Toowong, their office is easily accessible by public transport and offers a supportive and professional work environment.

Your new role

As an Administration Assistant, you will play a vital role in supporting the operations team and financial advisers. This position involves general administrative duties, client file management, and occasional reception coverage. The ideal candidate will have excellent attention to detail, strong communication skills, and the ability to work efficiently in a fast-paced environment.

Key Responsibilities:

• Maintain and update client XPlan files and dashboards for compliance.
• Act as the first point of contact for external stakeholder related matters.
• Provide high-quality administrative support to financial advisers.
• Ensure all client interactions align with professional and regulatory standards.
• Manage office supplies and maintain a professional office environment.
• Assist with reception duties when required.

What you'll need to succeed

• Prior experience in administration, ideally within financial services.
• Strong communication and interpersonal skills, with confidence in liaising with internal and external stakeholders.
• High attention to detail and the ability to manage multiple tasks efficiently.
• Proficiency in XPlan or a willingness to learn financial systems.
• A proactive approach to problem-solving and the ability to work independently.

What you'll get in return

• Competitive salary package of $60K - $70K + Super.
• A stable, full-time permanent role within a reputable financial firm.
• A professional and supportive team environment.
• Opportunities for professional development and career growth.
• Convenient Toowong location, close to public transport.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.