PART TIME role

4 days a week 6 hours per day

We are a small financial planning firm dedicated to providing comprehensive financial solutions to our clients. We are currently seeking a dynamic and motivated individual to join our team as an Administration Assistant. This is an excellent opportunity for someone with basic administration experience or a beginner looking to start their career in the financial planning industry. You will have the opportunity to work directly with the financial planners and directors.

Key Responsibilities:

• Provide administrative support to the financial planning team
• Assist in maintaining client records and files
• Handle general office tasks such as phone calls, emails, and scheduling
• Collaborate with team members to ensure smooth office operations
• Learn and grow within the financial planning field
• Greet clients

Requirements:

• Basic administration experience preferred
• Strong organizational and multitasking skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite
• Ability to adapt and learn quickly
• A positive attitude and eagerness to contribute to a collaborative team

What We Offer:

• A supportive and inclusive work environment
• Opportunity for career growth and development
• Training in financial planning (knowledge of financial planning is a plus but not required)
• Competitive part-time salary
• Four-day workweek for better work-life balance.
• Work hours are 9.00am to 3.00pm
• Office based in Hawthorn East