Providing general administrative support to the financial planning team
Answering and directing phone calls and responding to emails
Managing calendars, appointments and meeting schedules
Preparing and formatting documents and reports
Data entry and maintaining accurate client records
Filing, scanning and organising confidential documents
Assisting with client enquiries and general office coordination
About You
Highly organised with strong attention to detail
Professional and confident communication skills
Ability to manage multiple tasks and meet deadlines
A proactive and reliable team player
Previous administration or office experience preferred (finance or professional services experience is an advantage)
What We Offer
Friendly and supportive team environment
Chance to gain experience in the finance services industry
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.
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📌 Full-Time Office Support Staff – Financial Planning Industry (Melbourne)
🏢 Important Company of the Sector
📍 Melbourne