Executive Assistant - Boutique Financial Planning Firm

Permanent Position with Excellent Benefits

Join our growing boutique Financial Planning office in Hobart.

Nigel J Barling Financial Services, with over 25 years of experience, is a trusted and respected firm dedicated to delivering personalised financial planning strategies to help clients achieve their unique financial and lifestyle goals. We are seeking an experienced Executive Assistant to join our supportive team on a permanent basis. Seeking a candidate who is available for an immediate start.

Benefits

Permanent full-time opportunity

Stable, family-owned boutique business

Collaborative and supportive team environment

Salary will be negotiable, based on experience (as per Banking and Finance Award) ,dependent on experience and suitability .

About the Role

Working closely with a Senior Financial Adviser, your role will focus on providing exceptional administrative and client service support to ensure seamless preparation and follow-up for client meetings, with a strong emphasis on documentation accuracy and CRM management.

Responsibilities:

Coordinate with paraplanners and team members to ensure all required documentation is prepared for client meetings

File signed documents correctly in the CRM and other relevant systems post-meeting

Prepare accurate and timely CRM file notes, ensuring they are correctly filed

Update and maintain client information within our CRM system

Respond to client queries promptly and professionally

Schedule and manage client appointments

Maintain data integrity and uphold compliance standards

Perform general administrative tasks to support the team, which includes making and receiving phone calls

Financial planning industry experience highly desirable.

About You

QUALIFICATIONS AND ATTRIBUTES REQUIRED

To succeed in this role, you will bring:

Experience using CRM systems highly desirable

Ideally 2 years’ experience in a similar role administration with an ability to learn

Exceptional client service skills

Strong written and verbal communication skills

Proficiency in Microsoft Word and Excel

A proactive, ‘can do’ attitude with a willingness to learn

Ability to work independently and collaboratively within a team

Excellent organisational skills and attention to detail

Capability to manage multiple tasks and meet deadlines

Adaptable and flexible approach to work

Strong problem-solving skills

Probation period will apply and be discussed to suitable candidate.

Why Join Us?

We are a boutique financial advisory business committed to providing exceptional, personalised, and confidential services to our clients. This full-time, on-site role offers the opportunity to work within a dedicated and talented team, with training provided to support your success.

If you are motivated by administrative excellence, enjoy supporting advisers or other professionals, and are eager to contribute to a client-focused team, we would love to hear from you.

How to Apply

Please submit your resume and a cover letter outlining your suitability for the role. Shortlisted applicants will be contacted directly for the next stage of the process.