About the role

We are seeking an experienced Office Administrator to join our dynamic team at MDK Wealth Management in Morwell, Victoria. This full-time role will be responsible for providing efficient and organised administrative support to ensure the smooth running of our office.

What you'll be doing

Providing a range of administrative duties including managing calendars, scheduling meetings & appointments, both in person and online, experience with Zoom and Teams highly regarded

Handling incoming calls, emails, and correspondence in a professional and courteous manner

Service client's ongoing administration requirements through telephone call, email & correspondence

Organising and maintaining electronic and physical filing systems

Assisting with the preparation of reports, newsletters, and other documents

Managing & maintaining a client database on Financial Services software & platforms

Supporting the office with procurement, stationary, and facility management, including use of office equipment, telephone systems, a range or printers and computers

Assist with Invoicing & Accounts payable administration, experience with MYOB or accounting software highly regarded

Contributing to the overall efficiency and productivity of the office

Assist with social media support to promote the business, experience highly regarded

What we're looking for

Proven experience in an administrative or office support role, preferably in a professional services environment, experience with financial services highly regarded

A minimum of 3-5 years of administrative experience is required

Excellent organisational and time management skills with the ability to prioritise tasks and work to deadlines

Strong communication and interpersonal skills, with a friendly and professional demeanour

Proficiency in using Microsoft Office suite and other office technology, computer, tech savvy skills highly regarded

Specific proficiency in Microsoft Word, Excel, and Outlook is essential

An eye for detail and the ability to maintain accurate records

A team player with a flexible and adaptable approach to work

Ability to take instruction and work autonomously

An interest in financial services, markets, investing are highly regarded

What we offer

At MDK Wealth Management, we are committed to providing a supportive and rewarding work environment. In addition to a competitive salary, we offer a range of benefits including:

Opportunities for professional development and career progression

Flexible work arrangements to support work-life balance

Collaborative and inclusive company culture

About us

MDK Wealth Management is a leading financial services provider in the Gippsland region. With a strong focus on client service and innovation, we have been helping individuals and businesses achieve their financial goals for over 20 years. Our team of experienced professionals is dedicated to providing personalised and reliable advice to our growing client base.

If you are interested in this exciting opportunity, we encourage you to apply now.