Administrative Assistant: Path to Accounting & Finance

Affinity Education Group; Brisbane; On-site; AUD 65,000 - 80,000; Full time

Benefits offered by this job

Career growth opportunities

Study support and mentoring

Flexible scheduling options

Social events and team lunches

8:30am – 4:30pm, Mon-Fri

Job summary

You First Financial Group in Brisbane seeks a motivated Administrative Assistant to support the accounting, financial planning, and mortgage broking teams. This entry point offers a long-term career path in financial services and access to study support and mentoring for further qualifications.

The role provides healthy work hours, a collaborative team, and opportunities for growth into CPA/CA, paraplanning, or mortgage broking with practical experience across the One Stop Desk approach.

Qualifications

• Minimum of 3 years of administrative experience, preferably in an accounting or financial services environment.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Familiarity with accounting software Xero is advantageous.
• Excellent organisational and time management skills.
• Strong verbal and written communication abilities.
• Attention to detail and accuracy.
• Ability to handle sensitive and confidential information with discretion.
• Customer service-oriented mindset, with genuine interest in building a long-term career in financial services.

Responsibilities

• General Admin & Office Operations: Be the friendly face and voice of the office, answering calls, welcoming clients, handling mail, scheduling meetings and keeping documents and filing in order.
• Accounting Support: Send standard client correspondence (like Notices of Assessment and engagement letters) and help with basic reconciliations and invoice allocation in Xero.
• Mortgage Support: Help clients gather the documents they need, enter loan applications into aggregation software, and liaise with brokers and banks to keep things moving.
• Financial Planning Support: Prepare for client meetings, manage the planner's calendar, and keep CRM records and paperwork up to date.
• Client Relations & Compliance: Support identity checks, safeguard client confidentiality, and help build great relationships through thoughtful touches like reviews and milestone cards.

Skills

MS Office

Time management

Communication skills

Discretion

Tools

Xero

Job description

You First Financial Group in Brisbane seeks a motivated Administrative Assistant to support the accounting, financial planning, and mortgage broking teams. This entry point offers a long-term career path in financial services and access to study support and mentoring for further qualifications.

The role provides healthy work hours, a collaborative team, and opportunities for growth into CPA/CA, paraplanning, or mortgage broking with practical experience across the One Stop Desk approach.