About Us
Dixon Financial Group is a locally owned and operated business serving the financial needs of the South West since ****.
We are dedicated to offering excellent service and trusted advice to our clients while assisting them in achieving their financial goals – no matter how big or small.
Dixon Financial Group is a fast paced and rewarding work environment, being a financial planning firm you will be dealing with Superannuation, insurance and general business operations.
Previous Financial Planning experience is not required however general business knowledge will be beneficial in adapting to this role.
The Role
We're looking for a friendly, qualified and highly organised Office Administrator to join our team.
In this role, you will provide administrative and operational support to ensure the office runs efficiently.
This role includes managing documentation, maintaining client records, coordinating adviser workflows, processing administrative tasks, and supporting compliance and business operations.
Part Time role available, suitable for school hours, there is possibility to progress into a Full Time Position.
Key Responsibilities
Answer and direct phone calls and emails
Support administrative tasks such as filing,



data entry and document preparation
Uphold confidentiality and always follow company policies
Prepare, process, and track financial planning paperwork, forms, and correspondence.
Liaise with product providers, platforms, and other professional contacts regarding client administration.
About You
Strong communication and interpersonal skills
Minimum 1 year administration experience required
Positive, welcoming attitude with a customer service mindset
Excellent organisational and multitasking abilities
Competent with office software (e.g. Microsoft Office)
Reliable, punctual and proactive
Previous business/finance and bookkeeping knowledge is a plus, but not essential
Why Work with Us?
An opportunity to develop and grow in a supportive work environment
A friendly and collaborative team culture
On-the-job training
3:30 pm finish on Fridays
If you believe this is the position for you, please send your cover letter and resume to ••••@dixonfg.com.au or apply viaSeek.
Due to the high number of applicants, only shortlisted candidates will be contacted for an interview.

📌 Office Administration (Bunbury)
🏢 dixon financial group
📍 Bunbury