Great with details, systems and keeping things organised?
deVere Australia is looking for a sharp, organised and proactive Administrator to join our South Yarra office.
You'll work closely with our Financial Advisers and support team, helping keep client applications, paperwork and day to day operations running smoothly. Financial services experience is welcome, but attitude, organisation and attention to detail are just as important.
Key Responsibilities
Provide day to day administrative support to Financial Advisers and the wider Melbourne team
Process new business and client applications accurately and in line with company procedures
Prepare, check and process client documentation and paperwork
Support new client onboarding and ensure required information and documentation is complete
Monitor new business submissions and follow up outstanding requirements through to completion
Manage incoming client emails, calls and administrative requests, directing them to the appropriate Adviser
Maintain accurate and up to date client records, CRM systems and electronic files
Liaise with internal administration, compliance and support teams regarding client cases
Liaise with external providers and platforms to obtain information and progress applications
Assist with preparing documentation for client meetings and reviews




Manage general office correspondence, incoming and outgoing mail and couriers
Assist with reporting, spreadsheets and general office administration
Ensure client information is handled accurately, professionally and confidentially
Provide additional administrative and operational support as required
What We're Looking For
Strong administration and organisational skills
Excellent attention to detail and accuracy
Professional communication skills
Ability to multitask in a rapid paced environment
Previous administration or client services experience
Financial services experience is highly regarded but not essential
What We Offer
AUD $65,000-$75,000 per annum, depending on experience
Opportunity to work within an established international financial services business
Exposure to the wealth management and financial planning industry
Full training on our internal systems and processes
Supportive, professional and fast paced Melbourne office
Opportunity to develop your skills and grow within the business
If you're the person who loves keeping things organised, spots the details others miss and gets satisfaction from making sure everything runs properly, we'd like to hear from you.
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📌 Office Administrator - Financial Planning (Melbourne)
🏢 deVere Australia Group
📍 Melbourne