Job Description
Southport | Financial Services | Career Growth Opportunity
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An established financial services business in the Southport CBD is seeking a capable and motivated Administrator / Executive Assistant to work directly alongside the Director.
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This is a hands‐on role supporting client workflow, operational processes and advice preparation. It's ideally suited to someone early in their career who is looking to build long‐term capability within a professional environment.
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The Role
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Working closely with the Director, you will:
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Manage diary coordination, appointments and confirmations
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Follow up clients to obtain outstanding documentation
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Reschedule meetings and maintain workflow momentum
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Extract client data from CRM systems and upload into internal platforms
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On‐boarding of new clients and implementation of processes
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Verify accuracy of client information
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Send research requests to the advice team
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Attend meetings and take structured file notes when required
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Support the smooth day‐to‐day running of client processes
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About You
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You will ideally have 1–3 years' experience within a professional services setting. Exposure to mortgage broking, financial planning, superannuation, real estate, accounting or similar, will be highly regarded.
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We are seeking a professional candidate that meets the following criteria:
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Highly organised with strong attention to detail
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Confident and professional when dealing with clients
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Comfortable working with CRMs and managing data
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Process‐oriented and able to follow structured systems
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Proactive, reliable and willing to take initiative
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Motivated to grow your career over the long term
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What's On Offer
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Direct mentoring and exposure to advice processes
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Modern Southport office location
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A genuine long‐term career pathway
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Support to obtain RG146 (if required)
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This is an opportunity for someone capable and ambitious who wants more than a standard admin role — and who is ready to grow with the business over time.
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