Administration Assistant

Ironbark Financial Group; Gosford; On-site; AUD 60,000 - 70,000; Full time

Benefits offered by this job

Continuous learning opportunities

Job summary

Ironbark Financial Group on the Central Coast is seeking an experienced Administration Assistant to support a busy financial planning team. You will deliver an excellent client experience daily by welcoming clients, handling inquiries, and providing ongoing administrative support.

You will manage meeting bookings, maintain client records, and assist with day-to-day office tasks while upholding compliance and service standards.

Qualifications

• Experience providing exceptional client service within a Financial Services client facing environment.
• Qualifications in Business Administration is desired, but not essential.

Responsibilities

• Provide a wide range of exceptional service to clients when they are in the office through the provision of initial and ongoing support and creating a welcoming atmosphere, including greeting clients, supplying refreshments and ensuring any follow up communication post meeting is delivered.
• Provide efficient, compliant, and accurate administration to deliver quality support to the clients.
• Proactive interaction both face to face and via other forms of communication with clients and team members to ensure all necessary information is up to date and current in client management database and in client account records.
• Managing booking of client meetings for Central Coast Adviser's calendars and ensuring paperwork is prepared prior to all client meetings.
• Working with the team in the day-to-day running of the office including but not limited to, mailing and replenishing office supplies.

Skills

Client service

Communication

Teamwork

Education

Business Administration

Job description

This is a diverse, engaged and rewarding role as an experienced Administration Assistant with Ironbark Financial Group in the Central Coast team. You'll be part of an engaged and motivated network of people that values your contributions and encourages personal growth, providing an excellent client experience daily.

Key responsibilities

Provide a wide range of exceptional service to clients when they are in the office through the provision of initial and ongoing support and creating a welcoming atmosphere, including greeting clients, supplying refreshments and ensuring any follow up communication post meeting is delivered.

Provide efficient, compliant, and accurate administration to deliver quality support to the clients.

Proactive interaction both face to face and via other forms of communication with clients and team members to ensure all necessary information is up to date and current in client management database and in client account records.

Managing booking of client meetings for Central Coast Adviser's calendars and ensuring paperwork is prepared prior to all client meetings.

Working with the team in the day-to-day running of the office including but not limited to, mailing and replenishing office supplies.

About you

Humility – a collaborative professional who values team and client success, receptive to feedback, willing to acknowledge knowledge gaps, and appreciative of the contributions of colleagues at all levels.

Drive – a motivated and proactive individual with a strong work ethic and commitment to excellence, taking initiative and embracing opportunities to expand expertise in delivering quality administration.

Emotional intelligence – strong interpersonal skills with the ability to build trust, communicate with empathy, and navigate sensitive situations with professionalism and care.

Experience providing exceptional client service within a Financial Services client facing environment.

Demonstrate an ability to build and maintain effective relationships with clients and stakeholders.

Demonstrated ability to plan, prioritise and schedule work targets and activities with minimum supervision.

Ability to work under pressure and within a well-defined compliance framework.

Qualifications in Business Administration is desired, but not essential.

• Upon completion of probation, the benefit to take a day off to celebrate an important moment in your life.
• Time off to volunteer for community initiatives or chosen charities.
• Participation in our "Celebrate Success" offsite conference and event, fully sponsored by Ironbark.
• Continuous learning and development opportunities.

About us

Ironbark Financial Group is Australia's trusted home of great advice. We are a large, holistic financial planning business that currently has offices located throughout QLD, NSW, VIC, ACT & TAS. With a growing team of over 500, our financial advisers and support people are dedicated to empowering our clients to live their best possible lives. Our strength comes from delivering tailored, high-quality advice based on a consistent process. At Ironbark, we're not just dedicated to helping our clients live their best possible lives – we're equally committed to fostering an environment where our team members thrive. You will find a very open and transparent culture, that you have every opportunity to share ideas and insights, and that others in the business are available to work collaboratively with you. The growth of our business means there is never a dull day and that there is a long horizon for career development.