Administration Assistant - Financial Planning

Recruit Shop Pty Ltd; Cleveland (OH); On-site; USD 35,000 - 46,000; Full time

Benefits offered by this job

Relaxed, friendly work environment

Opportunities for growth and career progression

Immediate start for the right candidate

Job summary

A trusted financial planning firm is seeking an Administration Assistant in Cleveland. This full-time role focuses on diary management, client communication, and administrative duties. The ideal candidate has a background in administration, strong communication skills, and the ability to work well in a supportive team. Benefits include a negotiable salary package, flexible hours, and opportunities for career progression. If you are motivated and ready for immediate start, apply today.

Qualifications

• Experience or knowledge of the Financial Planning industry is desirable.
• Ability to multitask and prioritise effectively.
• Strong writing skills for documents and letters are necessary.
• Strong time management and multitasking abilities.
• Ability to work autonomously and in a small team.

Responsibilities

• Manage the advisor's diary.
• Answer client calls and emails.
• Liaise with fund managers to resolve queries.
• Contact clients to arrange meetings and prepare meeting packs.
• Prepare advice documents and implement client recommendations.
• Administer databases and client portfolios.
• Assist with client seminars and general office duties.

Skills

Previous experience in a similar administration-based role

Excellent communication skills

Strong time management

Ability to work autonomously and within a team

Autonomy & teamwork

Tools

MS Office Tools

Adviser Logic

Job description

Administration Assistant - Financial Planning

Job No:RS270198

Location:Cleveland

• EARN a Negotiable Salary Package Based on Experience
• Full-Time Role with Flexible Hours | Immediate Start Available

About The Company

Our client is a trusted and long-standing financial planning firm based in central Cleveland, established in 1999. They provide tailored advice and solutions across all areas of financial planning, superannuation, retirement strategies, and personal risk insurance.

Their success is built on a foundation of integrity, client care, and teamwork — with a culture that recognises their employees as their greatest asset. They take pride in delivering exceptional service, fostering professional growth, and maintaining a supportive, friendly environment.

About The Opportunity

Due to the recent restructuring of their financial planning and insurance business, they are now looking for a Financial Planning Administration Assistant to join their company in Cleveland, QLD.

Reporting to the Director, some of your responsibilities will include:

• Diary management for the advisor
• Answering incoming calls and emails from clients and professional contacts
• Liaise with fund managers and internal departments to resolve client queries
• Contact clients to arrange meetings and prepare meeting packs
• Preparation of advice documents
• Implementing client recommendations
• Administration of database and client portfolios
• Assisting with client seminars, general housekeeping and office duties

About You

The successful candidate will have:

• Previous experience in a similar administration-based role
• Experience or knowledge of the Financial Planning industry and Adviser Logic (desirable)
• Excellent communication skills with the ability to write documents and letters
• Strong time management with the ability to multitask and prioritise
• The ability to work autonomously as well as within a small team

What's in it for You?

• Focus on Providing Excellence to their Customers
• Enjoy a Relaxed, Friendly Work Environment
• Modern Office in Central Cleveland Location
• Small Supportive Team with a Great Culture
• Full-Time Role with Potential for Flexible Hours
• Opportunities for Growth & Career Progression
• Immediate Start for the Right Candidate

Apply today and don't miss out on starting this opportunity as soon as possible!

Personal Details * Required field

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• Last name *
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Questions

Please select your current eligibility to live and work in Australia.

• Visa - Full Work Rights with No Limitations
• Visa - Temporary / Student / Working Holiday
• Not eligible to live and work
• Please confirm which suburb you currently reside in.
• Please briefly share your previous experience in an Administration role, including any experience or knowledge of the Financial Planning industry.
Which of the following qualifications do you have? (Select all that apply) *
• Understanding of Xplan/Adviser Logic
• Proficiency in MS Office Tools
• None of the above
• Please explain what motivated you to apply for this position and why you think you would be great for the role!
• Please outline your availability to start in a new role. *