Administrative Assistant - Financial Planning - Part-time

DC Advice; Toowoomba Regional; On-site; AUD 30,000 - 60,000; Part time

Job summary

A financial planning firm located in Toowoomba seeks a part-time Administrative Assistant. In this role, you will provide essential support to Financial Advisors, manage files, liaise with clients, and ensure efficient database management. The firm offers a friendly work environment with flexible hours to accommodate study schedules. Ideal candidates will have strong organisational and communication skills, attention to detail, and proficiency in Microsoft Office.

Qualifications

• Excellent organisational, communication and interpersonal skills are essential.
• High level of attention to detail is required.
• Experience with Microsoft Office applications is needed.

Responsibilities

• Provide support to the Financial Advisors.
• Prepare files for meetings.
• Liaise with clients via telephone and email.

Skills

Organisational skills

Communication skills

Interpersonal skills

Attention to detail

Microsoft Office proficiency

Willingness to learn

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Administrative Assistant - Financial Planning - Part-time

We are a financial planning firm based in Toowoomba that specialises in providing holistic financial planning advice to individuals, families and business owners. We develop and provide highly personalised financial advice strategies and solutions that fully capture the clients current and future financial circumstances.

The Role

We have an exciting opportunity to join our team as an Administration Assistant. This role is essential to our commitment to providing quality and compliant advice outcomes to our client base. This role will see you:

• Provide support to the Financial Advisors
• File Preparation for meetings
• Liaison with clients via telephone and email
• Liaison with superannuation, investment and life insurance providers
• Database Management
• Filing
• Lodgement and tracking of business

Skills Required:

• Excellent organisational, communication and interpersonal skills
• High level of attention to detail
• Experience with Microsoft Office (Word, Excel, Outlook)
• A willingness to learn and grow

Working Within our Team:

We have a friendly work environment

Part time hours can be flexible to fit study schedule

Onsite Training will be provided

How to apply

If you are interested in this role and would like to join our team, please submit your resume and cover letter by clicking ‘Apply’ for this job