Administration Officer

AccuVest Mackay; Mackay Regional; On-site; AUD 55,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

2 Fridays off per month

Job summary

AccuVest Mackay is seeking an Administration Officer to support our Financial Planners by preparing client reports and handling daily administrative tasks. You will work as part of a team and contribute to efficient office operations.

You will be responsible for filing to meet compliance, using your initiative to improve workflows, and delivering high-quality client service in a friendly, supportive environment.

Qualifications

• Excellent problem-solving skills and attention to detail.
• Strong communications skills, both written and verbal.
• Positive 'can-do' attitude and ability to learn quickly in a fast-paced role.
• Great time management and organisational skills.
• Professional phone manner and strong client service focus.
• Ability to work in a team or independently.

Responsibilities

• Prepare client reports and paperwork for Financial Planners.
• Assist with daily administrative tasks for the business.
• Ensure filing of all documents meets current compliance requirements.
• Support efficiency improvements across administration.

Skills

Microsoft Office

Administration support

Client service

Tools

Microsoft Office

Job description

We are a locally owned boutique financial planning business based in Mackay, who are passionately committed in delivering the highest quality of ongoing, professional, financial planning advice to our clients.

Due to the continued growth of our business, we seek an Administration Officer who will support the day-to-day operations of our business.

The Role

We are seeking a dedicated Administration Officer to assist our Financial Planners. As part of our team, you will be responsible largely for preparing client reports and paperwork, along with completing daily administrative tasks for the business.

You will be working within a team environment and other duties will include, but are not limited to:

• Ensure the filing of all documents meets current compliance requirements
• Use your initiative to improve efficiencies in all areas of administration
• Other administrative duties as required

You will need to have:

• Excellent problem-solving skills and attention to detail
• Strong communications skills, both written and verbal
• A positive 'can-do' attitude and can learn quickly in a fast-paced role
• Great time management and organisational skills
• Advanced Microsoft Office skills
• Professional phone manner and strong client service focus
• Ability to work in both a team environment and on your own
• Experience in a professional office environment is desirable but not essential

Training will be provided to the successful applicant for the purpose of understanding internal business systems and processes for an efficient transition into the role.

We promote a positive team culture where high performance can thrive. We value excellent client service, integrity, and honesty in our employees. We look for employees who have a genuine passion for working with clients to meet their life goals and aspirations, are results-focused and can contribute to a strong team. In return for your valued contribution, we will support your ongoing career development and offer a friendly and supportive environment for you to thrive in.

• You will receive a competitive salary.
• You will also experience the work/life balance that comes with 2 dedicated Fridays off a month.