We are a growing financial planning business looking for a friendly, organised, and reliable Administration Assistant to join our team on a part-time basis.
This is an excellent opportunity for someone seeking flexible working hours in a professional and supportive environment. Whether you're returning to the workforce, balancing family commitments, or looking for part-time work, we'd love to hear from you.
We are a growing financial planning business looking for a friendly, organised, and reliable Administration Assistant to join our team on a part-time basis.
This is an excellent opportunity for someone seeking adaptable working hours in a professional and supportive environment. Whether you're returning to the workforce, balancing family commitments, or looking for part-time work, we'd love to hear from you.
About the Role
As our Administration Assistant, you'll play an key role in supporting our advisers and ensuring the smooth day-to-day running of the office.
Your responsibilities will include:
Providing administrative support to our financial advisers
Managing client appointments and diaries
Answering phone calls and responding to email enquiries
Preparing and processing client documentation
Maintaining accurate client records
Liaising with clients and external providers
General office administration and support
About You
The ideal candidate will have:
Excellent communication and customer service skills
Strong organisational skills and attention to detail
The ability to manage multiple tasks and work independently
Proficiency with Microsoft Office (Word, Outlook and Excel)
A professional, friendly, and positive attitude
Previous administration experience (financial services experience is an advantage but not essential)
What We Offer
Flexible part-time hours that can work around your schedule (approx. 20 hours per week)
A supportive and friendly team workplace
On-the-job training and ongoing support
A varied and rewarding role where your contribution is valued
If you're an organised, proactive person who enjoys helping others and takes pride in delivering excellent service, we'd love to hear from you.
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📌 Administration Assistant North Lakes (Australia)
🏢 Precision Wealth Management
📍 Australia
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