Administration Assistant - Financial Services

Business & Wealth Partners; Cairns Regional; On-site; AUD 52,000 - 70,000; Full time

Job summary

Business and Wealth Partners Pty Ltd in Cairns is seeking a proactive Administration Assistant to support three Financial Advisers and a Paraplanner, helping with client service, documentation and compliance to streamline advice and reviews.

You will manage diary scheduling, respond to client queries, complete adviser paperwork, track progress, maintain records across software (Xplan), and liaise with the accounting team for tax information. Training provided in financial services.

Qualifications

• Interest in the financial services field is desirable.
• Previous financial planning industry experience is ideal but not essential as training will be provided.
• Excellent organisational and time management skills with ability to prioritise.
• Accuracy and attention to detail.

Responsibilities

• Contacting clients to organise meetings and diary management for Advisers.
• Responding to client queries in a timely manner.
• Completing paperwork and administration tasks for advisers including checking and submitting forms.
• Managing tasks from start to finish, recording progress and providing status updates.
• Data maintenance across software platforms (primarily Xplan).
• Obtaining financial statements and account reports from product providers.
• Liaising with in-house Accounting team for client tax information.

Skills

Interest in financial services

Organisational skills

Time management

Attention to detail

Proactive

Tools

Xplan

Job description

Administration Assistant - Financial Services

Business and Wealth Partners Pty Ltd is a well-established Cairns-based Accounting and Financial Planning practice. Our team of experienced advisors take pride in providing financial planning advice with superior client service to a broad client base to help them achieve their financial goals, delivering solutions in wealth management, retirement planning, insurance, superannuation, and estate planning.

Due to continued growth, we are seeking a proactive and detail-oriented Administration Assistant to join our friendly team to support our advisors and enhance client service delivery.

POSITION STATEMENT

To support three Financial Advisers and one Paraplanner with administration and client service support to aid in the facilitation of the Advisers providing advice and reviews to our clients, enabling our Financial Advisers to work efficiently and effectively.

The Administration Assistant plays a key role in supporting our financial planners with administrative, compliance, and client service tasks. This position ensures the smooth operation of the financial planning process, assisting with preparation of documentation, managing client communications, maintaining accurate records, and ensuring compliance with regulatory standards.

ROLE RESPONSIBILITIES AND PRIORITIES

Contacting clients to organise client meetings and diary management of Advisers.

Responding to client queries in a timely manner.

Completing paperwork and administration tasks for advisers including checking and submitting completed forms.

Managing tasks from the beginning through to final completion, recording progress and providing status updates.

Data maintenance across various software platforms (primarily Xplan).

Obtaining financial statements and account reports from various product providers.

Liaising with our in-house Accounting team for obtaining client tax information.

ESSENTIAL SKILLS, EXPERIENCE AND ATTRIBUTES

Having an interest in the Financial Services field highly regarded. Previous Financial Planning industry experience ideal, but not essential as full training will be provided.

Excellent organisational and time management skills with ability to prioritise and manage own workflow.

Accuracy and attention to detail.