Administrative Assistant - Client-Focused, Flexible Hours

Newcastle and Lake Financial Planning Pty Ltd; Newcastle-Maitland; On-site; AUD 50,000 - 65,000; Full time

Job summary

Newcastle and Lake Financial Planning Pty Ltd – Warners Bay NSW is seeking an experienced Administrative Professional to join their boutique practice. You will handle client inquiries, manage calendars, and ensure daily operations run smoothly with autonomy.

No prior financial planning experience is required; comprehensive training on industry software and processes will be provided. This role offers a supportive team environment in Warners Bay with potential for growth.

Qualifications

• Proven administrative experience in an office or practice coordination role with direct client interaction.
• Strong tech literacy across Microsoft Office / Google Workspace and CRM platforms.
• High attention to detail with excellent organisation and data entry standards.

Responsibilities

• Serve as primary professional contact for client inquiries via phone, email, and reception.
• Manage adviser calendars and scheduling software; send reminders and prepare meeting rooms.

Skills

Administrative skills

Calendar management

Client service

Tools

Microsoft Office

Google Workspace

CRM platforms

Job description

Newcastle and Lake Financial Planning Pty Ltd – Warners Bay NSW is seeking an experienced Administrative Professional to join their boutique practice. You will handle client inquiries, manage calendars, and ensure daily operations run smoothly with autonomy.

No prior financial planning experience is required; comprehensive training on industry software and processes will be provided. This role offers a supportive team environment in Warners Bay with potential for growth.