Are you a proactive and organised individual looking to take the next step in your career? We are currently seeking a Customer Support/Administration Assistant to join this fun team at a well-established Financial Planning firm in the CBD. This is a varied role liaising with clients and stakeholders.

We are looking for someone who is forward-thinking, customer service driven that has strong time management skills, exceptional attention to detail, and the ability to thrive in a varied and fast-paced environment.

Key Responsibilities:

• Manage insurance applications and associated administration
• Handle sensitive and confidential information with professionalism and discretion
• Prepare and edit correspondence, prepare essential documents for client review meetings
• Organise and coordinate meetings
• Maintain & update client databases & files to ensure compliance and accuracy
• Follow up with servicing of clients
• Collaborate with various parties such as fund managers and accountants to gather client information
• Monitor and respond to emails and phone calls
• Welcome clients – telephone and in person

About You – Skills & Experience Required:

• High level of accuracy, attention to detail, and ability to multitask
• Ability to work autonomously and take initiative when required
• Prior Administration/Customer Service experience (ideal if you have insurance or financial services experience but not essential)
• Excellent written and verbal communication skills
• Strong organisational and time management abilities
• Demonstrated discretion and professionalism with confidential information
• Flexible, adaptable, and eager to grow in a supportive environment
• A positive, professional, and team-oriented attitude

They Offer:

• A warm, collaborative team
• Clear job responsibilities
• New office space in the CBD – free coffee
• Ongoing training
• $70K - $74K plus Super

This is an excellent opportunity for someone with administration/Customer service experience who is looking to take the next step in their career and grow into a key support role within a reputable Financial Planning business.

Apply today for this exciting opportunity or email [email protected]