Client & Admin Specialist – Financial Planning

Barwon Financial Planning Pty; Geelong; On-site; AUD 50,000 - 70,000; Full time

Job summary

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.

Qualifications

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

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

Client-facing experience

Attention to detail

Written and verbal communication

Tools

Microsoft Office

Job description

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.