Job Description
Providing general administrative support to the financial planning team
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Answering and directing phone calls and responding to emails
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Managing calendars, appointments and meeting schedules
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Preparing and formatting documents and reports
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Data entry and maintaining accurate client records
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Filing, scanning and organising confidential documents
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Assisting with client enquiries and general office coordination
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About You
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Highly organised with robust attention to detail
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Professional and confident communication skills
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Ability to manage multiple tasks and meet deadlines
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A proactive and reliable team player
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Previous administration or office experience preferred (finance or professional services experience is an advantage)
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What We Offer
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Friendly and supportive team environment
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Opportunity to gain experience in the finance services industry
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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)
🏢 Recognized
📍 Victoria