Advice Coordinator Position within BridgesSydney LocationFlexible Working HoursThe opportunity to join our teamWe are seeking an Advice Coordinator to join our Bridges Advice team, supporting Practice Leadership across a range of operational and administrative activities.
This is a great opportunity for internal talent looking to broaden their exposure within Advice and build capability across multiple operational areas of the business.In this role, you will provide coordination support across meetings, training, onboarding, events, and projects, working closely with key stakeholders across the organisation.This position offers strong visibility and is a fantastic platform to develop your skills and progress your career within Advice.
This role will suit a professional looking for a friendly, supportive and flexible workplace.Key ResponsibilitiesCoordinate meetings, training sessions, teleconferences and webinars including logistics and setupSupport presenters and manage training attendance, feedback and CPD accreditationAssist Practice Leadership with premises and facilities management requestsCoordinate staff and client events including venues, RSVPs and attendee trackingDraft and coordinate marketing requests and support event planning activitiesSupport onboarding and offboarding for employees and clients, including system setup and stakeholder coordinationPrepare documentation and manage client/adviser transitions and communicationsCoordinate project activities including data collation and supporting IT rolloutsWhat You Will BringStrong organisational and coordination skills with the ability to manage multiple prioritiesExcellent verbal and written communication skillsExperience in an administrative or assistant roleSound experience or interest in the financial planning/Advice sectorAdvanced knowledge of Microsoft Office applicationsStrong attention to detail and ability to follow processesProactive, solutions-focused mindsetStrong stakeholder engagement and collaboration skillsReliable and accountable approach to workMake your move.
Make your mark.What gets us excited about working here?
Helping people do more with their money.
From those starting out to those retiring.
As your team, we'll show up for you and together we will create financial wellbeing for every Australian.
Because we know people who are confident about their financial future live better livesIf this sounds like your kind of career, you sound like our kind of person.
Here, you'll be making a positive impact in people's lives straightaway – and every day.
The first point of contact for our clients whenever they need support.Along the way, you'll be free to learn new skills, grow, and get great things done.
Around here, we like to call it "putting our fingerprints on the future".
Showing Up For Every AustralianWe're one of Australia's leading financial wellbeing organisations, helping people feel good about their money.
This starts by helping our people feel good about working here.
That means flexibility.
Plenty of opportunity.
And celebrating all the unique things that make you, you – what matters to you, matters to us.Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.Please note that applications from agencies will not be considered at this time.We acknowledge and celebrate the richness that individual differences bring to our team.
If you need assistance or an adjustment during the application process, please reach out and let us know.
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📌 Advice Coordinator (New South Wales)
🏢 Insignia Financial
📍 New South Wales