
Team Administrator
Jobwire
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
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