Administrative Assistant

Barwon Financial Planning Pty; Geelong; Presencial; AUD 50.000 - 70.000; Jornada completa

Descripción de la vacante

Barwon Financial Planning Pty in Geelong's CBD is seeking a passionate administrative assistant to support a fast-paced financial planning practice. The role offers opportunities for learning, development, and potential career progression within a privately owned boutique firm.

You will assist in client reviews and management, handle onboarding, and provide administrative support while collaborating closely with advisers.

Formación

• Experience in a client-facing administrative role is preferred.
• Strong attention to detail.
• Excellent written and verbal communication skills.

Responsabilidades

• Assisting in all aspects of the ongoing review and management of clients.
• Responsible for client onboarding.
• Providing administrative support and collaborating closely with advisers.

Conocimientos

Client-facing experience

Attention to detail

Written and verbal communication

Herramientas

Microsoft Office

Descripción del empleo

Seeking a passionate administrative assistant to work in a fast-paced financial planning practice.

Offering competitive salary and great team culture.

Versatile and adaptable role with opportunities for learning and development.

Career progression, if desirable.

Business:

Located in the heart of Geelong CBD.

Privately owned boutique financial planning firm.

Highly professional, goal-based advice business.

Key Responsibilities:

• Assisting in all aspects of the ongoing review and management of clients.
• Responsible for client onboarding.
• Providing administrative support and collaborating closely with advisers.

Skills and Experience:

• Experience within a client-facing administrative role is preferred.
• Strong knowledge of Microsoft packages.
• Excellent attention to details.
• Strong written and verbal communication skills required.