Administration Assistant

A fantastic opportunity awaits for a high quality and experienced administration assistant who wishes to join a leading financial planning business - EQ Wealth that is located in Double Bay.

As Administration Assistant you will be responsible for delivering exceptional client service to our growing client base. You will demonstrate organisational efficiency and work with a high level of attention to detail. You will be responsible for ensuring all client related tasks are addressed in the appropriate time frame and at meet the highest possible standard within the legislated compliance framework.

The main functions of this role will include, but not be limited to:

Day-to-day management of the office

Greeting of clients.

Day-to-day administrative tasks.

Diary Management.

Worksorted & Xplan Client Data Maintenance

Management of IT, Website & Marketing Material with Third Parties

General Administration Support

ADHOC errands as required.

Required Skills:

At least 2+ years’ experience in a Client Service position in financial advice is preferred but not essential.

Excellent word, excel and keyboard skills

Electronic database knowledge essential

Excellent presentation and communication skills

Ability to work in small office unsupervised if required Flexible, highly organised and used to multi-tasking

High level of interpersonal skills, emotional intelligence, and empathy.

What’s in it for you:

A rewarding remuneration package will be available to the right candidate, which will be determined based on experience and fit.

A role that will give you the variety and challenge you have been waiting for, while working for a leading- and cutting-edge practice.

If you are a self-motivated individual with excellent communication skills, a results driven attitude, then we would like to hear from you. Please email your resume and cover letter to [email protected]

Please note we are happy to consider this as a part-time role from 10am-3pm but would prefer full- time as it is an administration role this role is required to be in office 5 days a week.

Salary range subject to experience from $60,000 - $80,000.