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Team Administrator

Jobwire
Manly, NSW
A$80,000-$85,000 p/a
Administration & Office Support → Administrative Assistants
Full-time
On-site

Posted 20 days ago


Kick-start a career in financial services, right here in Manly.

This is an exciting opportunity to step into a long-term role supporting a high-performing financial planning team. You don’t need to come from a finance background — if you’re organised, personable, and love keeping things running smoothly, we’ll show you the ropes.

You'll be the go-to support for a small team of advisors, helping coordinate client meetings, follow-up actions, and documentation. If you're a people person who thrives on detail and enjoys being the glue that holds a process together, this role is made for you.

Why you’ll love it here:

Stable, long-term career with real progression opportunities in a growing financial planning firm.

Friendly, locally based team with a fantastic reputation and loyal client base.

A Manly-based role with beautiful office views

The role includes:

Coordinating meetings, documentation, and follow-up tasks for financial advisers.

Liaising with clients, fund managers, and insurers in a professional, friendly manner.

Preparing reports, updating client files, and supporting compliance needs.

Light research and support with producing Statements of Advice (we'll teach you!).

We’re looking for someone who is:

Organised, detail-driven, and friendly.

Strong administration, customer service, and coordination.

Keen to grow in a professional services environment.

Proficient with Microsoft Office and confident handling multiple moving parts.

Experience with financial services or XPLAN is a bonus, but not essential. This is a role for someone ready to commit, learn, and grow.

Click Apply Now or to find out more contact Dinah on 0490 894 608 or [email protected]


About Jobwire

Braeside, VIC, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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