About us

Evergreen Financial Advisers is looking for an Administration Officer to join our team. The successful applicant will be part of a business that values not only the professional growth of its employees but their well-being, and where every team member's contribution is acknowledged and valued.

Responsibilities (including but not limited to)

Answering the phone and booking client appointments

Accurate data entry

Greeting clients

Making calls to gather client and industry information

Providing assistance to financial advisers

Providing general administration support

Completing tasks such as the preparation and processing of client actions

Work autonomously and efficiently to meet deadlines

Printing, scanning and filing documents

Requirements

An above average eye for detail

Be able to prioritise tasks effectively

Ability to work confidently both individually and as part of a small team

Experience and understanding of Microsoft Office suite

Previous client service and administration experience would be advantageous

Professionally presented at all times

Demonstrable resilience and problem-solving ability

What we offer

A supportive and inclusive environment

Opportunity for career growth and development

Full time role with immediate start

Work hours 8am to 4:30pm Monday to Friday

Award level wage (Banking, Finance and Insurance Award)

Performance-based bonuses in addition to base salary

Opportunity for Rostered Day Off (RDO) upon completion of probationary period

What next?

If you’re interested in this role, please email your resume and a cover letter to [email protected]. Applications will be accepted until the role is filled.

All applications will be treated discretely and only those candidates short-listed for interview will be contacted.