Do you love administration process & efficiency, tech. & AI , coffee @ a fun workplace?..... Well, so do we.

If you have a passion for customer service outcomes, process, and you love how tech. and AI can shape the future of administration and efficiency? .....Please apply!

We're seeking a dedicated and enthusiastic Administrative Client Service Officer to join our team and play a pivotal role in ensuring seamless operations and efficient administration within our firm.

We hire people that can grow and develop with us. So, for an ideal person, we will be flexible with work hours.

Kelly Wealth (KW) is passionately committed to fostering financial prosperity for individuals, families, and business professionals. Our unwavering dedication to excellence extends to both our clients and our valued team members. As a prominent financial advice firm in Cairns, KW stands as a coveted employer within the financial advice industry. We were proud finalists for the 2022 Cairns Chamber of Commerce Excellence Awards in People Management.

Position Overview:

Are you a detail-oriented individual with a passion for administration? We're seeking a dedicated and enthusiastic Administrative Assistant to join our team and play a pivotal role in ensuring seamless operations and efficient administration within our firm. As a key part of the admin team, you will contribute to the success of Kelly Wealth by maintaining high standards of organization and accuracy.

Key Responsibilities:

· Greet clients warmly and ensure a welcoming atmosphere.

· Maintain the professional look of meeting rooms and general office areas.

· Manage the Financial Adviser's diary, scheduling and coordinating client meetings.

· Prepare for meetings by ensuring all necessary materials are available.

· Accurately input client details into various systems and maintain the client database.

· Ensure high-level attention to detail in all administrative tasks and quickly master new procedures.

· Participate in compliance checking and ensure all research and technical information is up-to-date.

· Collect information from third parties and liaise with super funds and fund managers to record accurate client account information.

· Prepare basic Records of Advice (RoA) and generate accurate reports for client reviews.

· Support the implementation of advice provided to clients and assist with administrative tasks as required.

Essential Qualifications & Experience:

· Proficient computer skills, including experience with the MS365 suite. Experience with Co- Pilot and Agents will be an advantage.

· Exceptional organization, problem-solving, and communication skills.

· Completion of Year 12 with satisfactory grades.

· Ideally, demonstrated experience in financial services industry, particularly in financial planning or accounting (preferred but not essential).

· A person who loves to learn, grow and will fit the culture of the firm.

How to apply:

Email your resume and coverletter to [email protected].