Client-Focused Admin Specialist | Canberra Financial Services

Ironbark Financial Group; Canberra; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Probationary day off

Volunteer time off

Celebrate Success conference

Learning & development

Job summary

Ironbark Financial Group in Canberra is seeking an experienced Administration Assistant to join the Canberra team. You will provide frontline client service, manage meetings and documentation, and deliver efficient, compliant office support to enable advisers to focus on client outcomes.

You will greet clients, maintain accurate records in the client management database, coordinate adviser calendars, and handle day-to-day office duties with a collaborative team.

Qualifications

• Experience delivering exceptional client service in financial services.
• Ability to build and maintain relationships with clients and stakeholders.
• Proven planning, prioritising and scheduling capability.
• Comfort with office systems and compliance.

Responsibilities

• Provide frontline client service in the office, greeting clients and arranging refreshments, ensuring timely follow-up communications.
• Deliver efficient, compliant and accurate administration to support clients.
• Interact with clients and team members to keep client information up to date in CRM and records.
• Coordinate Canberra Adviser calendars and prepare paperwork for client meetings.
• Assist in day-to-day office operations including mailing and replenishing supplies.

Skills

Client service

Relationship building

Calendar management

Communication

Team player

Attention to detail

Education

Business Administration

Job description

Ironbark Financial Group in Canberra is seeking an experienced Administration Assistant to join the Canberra team. You will provide frontline client service, manage meetings and documentation, and deliver efficient, compliant office support to enable advisers to focus on client outcomes.

You will greet clients, maintain accurate records in the client management database, coordinate adviser calendars, and handle day-to-day office duties with a collaborative team.