Job Description

Providing general administrative support to the financial planning team

n

Answering and directing phone calls and responding to emails

n

Managing calendars, appointments and meeting schedules

n

Preparing and formatting documents and reports

n

Data entry and maintaining accurate client records

n

Filing, scanning and organising confidential documents

n

Assisting with client enquiries and general office coordination

n

About You

n

Highly organised with strong attention to detail

n

Professional and confident communication skills

n

Ability to manage multiple tasks and meet deadlines

n

A proactive and reliable team player

n

Previous administration or office experience preferred (finance or qualified services experience is an advantage)

n

What We Offer

n

Friendly and supportive team environment

n

Opportunity to gain experience in the finance services industry

n

If you are a motivated and organised individual looking to build your career in a professional office environment, we would love to hear from you.

📌 Full-Time Office Support Staff - Financial Planning Industry (Victoria)
🏢 Wealth Foundry Private
📍 Victoria