Administration Assistant

CW Financial Services; Moree; On-site; AUD 52,000 - 70,000; Full time

Job summary

CW Financial Services is seeking an Administration Assistant for our Moree Office. You will support reception and administration, handle client documents and workflows, and help maintain financial and client systems with proactive process improvements.

The role focuses on front-of-house duties, client greeting, phone management, and contributing to smooth daily operations within a long-standing rural finance firm.

Qualifications

• Experience as a Receptionist/Administrative Assistant or similar role.
• Understanding of office management, admin systems and procedures.
• Be hands-on and a problem solver, with initiative and planning.
• Strong communication, attention to detail and problem-solving skills.
• Proficient in Microsoft Office Suite.
• Excellent client service delivery and organisational skills.
• Ability to meet deadlines and prioritise activities as required.
• Confident, outgoing self-starter with minimal supervision.

Responsibilities

• Contribute to and maintain administrative systems & processes.
• Oversee and manage internal client documents and workflow.
• Perform various administrative tasks including reception, phone management, client software maintenance, mailing, banking and document management.
• Facilitate internal communications relating to business updates.
• Ad hoc duties and projects related to the position and ongoing service needs.

Skills

Reception

Administration

Office management

Communication

Problem solving

Attention to detail

Customer service

Organisation

Tools

Microsoft Office

Job description

An exciting permanent position has become available as an Administration Assistant in our Moree Office. As a pivotal team member, you’ll be responsible for supporting our reception & administration functions and assisting with our internal workflows. Your daily responsibilities will include; reception duties and front of house management, greeting our clients in person, managing our phone systems, providing a high level of support to our management and accounting team by assisting with our workflow and the inflow and outflow of client documents, maintaining financial and client systems, problem-solving and showing initiative by actively seeking out continuous improvements to the administration and support processes.

About C & W Financial Services

C & W have been helping Rural and Regional families to navigate the sometimes confusing world of finance for over 100 years. C & W is a financial services firm that provide a complete service package,taking care of our client’s accounting, tax, financial planning, estate management, budgeting, cash flows, succession plans, investments, right through to their superannuation. C & W have all the specialists in one place, all with the one vision in mind, to make finances easier, not harder.

RESPONSIBLTIES

Contribute to and maintain administrative systems & processes

Oversee and manage our internal client documents and workflow

Perform various administrative tasks including but not limited to; reception, phone management, client software maintenance, internal software maintenance, mailing, banking and document management;

Facilitate internal communications relating to business updates;

Ad hoc duties and projects related to the position and to the ongoing service needs as required.

SKILLS & EXPERTISE

Having experience as a Receptionist/Administrative Assistant or a similar role is highly regarded

An understanding of office management, administrative operation systems and procedures;

Be hands-on and a problem solver, with the ability to show initiative and plan ahead;

Possess strong communication skills, have an attention to detail and elite problem-solving skills;

Demonstrated efficiency using Microsoft Office Suite;

Excellent client service delivery and organisational skills;

Be able to meet set deadlines and prioritise activities where required;

Are a confident and outgoing self-starter with the ability to work with minimal supervision.