Adviser Support/Personal Assistant

Hood Sweeney; Adelaide; On-site; AUD 60,000 - 80,000; Full time

Job summary

A professional services firm in Adelaide is seeking a motivated individual to join their Financial Planning team. The successful candidate will provide administrative support and high-level personal assistant services to the Head of Financial Services and Financial Planning Directors. With a focus on client service, candidates should have 3-5 years of experience in a similar role and possess strong interpersonal skills. This full-time role offers competitive salary and benefits.

Benefits

Competitive salary

Health and wellbeing initiatives

Professional development programs

Social team culture

Brand new office facilities

Qualifications

• 3-5 years of experience in a client service and administrative role.
• Ability to manage confidential matters.
• Experience within a professional services firm or related industry.

Responsibilities

• Provide high-level PA support to the Head of Financial Services.
• Support client service through strategic reviews and queries.
• Manage key client relationships and onboarding of new clients.

Skills

Time management

Interpersonal skills

Attention to detail

Communication skills

Job description

About us:

Hood Sweeney is a South Australian professional services firm with almost 50 years’ experience. Our 140 staff in Adelaide and regional offices in Clare, Pt Augusta, Whyalla, and Kadina, serve more than 3,000 clients. We provide Accounting & Business Advisory, Financial Planning and Finance, Technology services through Orlo One, and a range of consulting services for growing business, through Blue Jam. Throughout this period, we have sustained our growth by building meaningful, long-term relationships and providing a superior client experience.

Within the Financial Planning service line of Hood Sweeney, we take pride in delivering quality advice to high net-worth individuals with a focus on business owners and service professionals. We promote a culture of autonomy, accountability and innovation which contributes to the exceptional service our clients receive.

About the role:

As part of our sustainable growth journey, we have an exciting opportunity for someone to join our Financial Planning team. In this role, you will provide timely and professional administrative support to the Head of Financial Services, working directly with their clients to provide quality support. In addition, the successful candidate will provide high-level personal assistant support to directors.

The core responsibilities will include:

• Providing high level PA support to the Head of Financial services and two Financial Planning Directors, including diary management, travel arrangements, meeting coordination, mail distribution, and actioning follow ups;
• Supporting the service of clients through strategic reviews, client liaison, ongoing strategic advice and responding to client queries;
• Supporting the onboarding of new clients, including preparation of documentation and implementing investment strategies across a variety of platforms;
• Managing key clients relationships and liaising with third parties as required.

About you:

Ideally, you will have a minimum of 3-5 years’ experience in a similar client service and administrative role within a professional services firm, or related industry. You are diligent with strong time and task management skills and possess highly developed interpersonal skills. Of particular importance is your attention to detail, your ability to manage confidential matters and communicate professionally with clients.

While this role is offered on a full-time basis, we are open to considering a part-time arrangement for the right person.

What we will provide for you:

• Competitive salary with reward and recognition benefits;
• Access to health and wellbeing initiatives;
• Positive team culture with a vibrant, social atmosphere;
• Professional development through development programs, mentorship and technical training opportunities;
• Brand new office facilities located in Dulwich.

Please register your interest with the People and Culture Business Partner at Hood Sweeney, PO Box 10516 Adelaide BC SA 5000 or [e-mail].

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