Part-Time Office Admin - 20 hrs/week | 3 days
CIRCLE Recruitment & HR
Posted 21 hours ago
Ready to join a long-standing financial planning practice? Here’s your chance to enjoy a flexible, part-time role with a close-knit team!
About the Organisation
Our client is an established and long-standing financial planning practice in Kingsgrove, with over 40 years of industry expertise. They provide clients with a comprehensive, tailored approach to managing wealth — combining long-term strategies with personalised goals, and regularly reviewing portfolios to ensure objectives are met over time.
They are currently seeking a dedicated and detail-oriented Part-Time Office Administrator.
This is an excellent opportunity to contribute to a supportive practice, working directly with the principal and gaining exposure to over four decades of financial planning expertise.
About the Role
Location: Kingsgrove – 100% Onsite
Hours: Approx. 20 hours per week across 3–4 days (flexible: 9:30am–2:30pm or 9am–3pm)
Employment Status: Permanent, Part-Time
Start: ASAP (flexible with notice period if required)
As the Office Administrator, you will play an essential role in supporting daily operations and ensuring smooth client service.
Key Responsibilities
Answering and directing phone calls in a professional manner
Greeting clients at reception
Scanning, collating, and filing documents
Inputting client details into systems and updating records
Liaising with insurance and fund manager staff to follow up on outstanding requirements
Performing general office administration, including making and confirming appointments
Essential Criteria
Previous office administration experience (experience in financial services a plus)
Proficient in Microsoft Word, Excel, and Outlook
Strong communication skills, with a polite and professional phone manner
Excellent attention to detail and ability to follow up on tasks efficiently
Ability to work independently and apply practical problem-solving skills
Experience with systems such as AdviserLogic or Xplan (advantageous but not required)
Don’t miss out on this chance to join a respected practice where your contribution makes a difference — APPLY NOW!
You can also email your resume to [email protected] as soon as possible if you wish to apply! Remember to quote the role profile number #3742.
We’ll review your application and be in touch if your profile aligns with what our client is looking for.
About CIRCLE Recruitment & HR
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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