22 Sep
|
CW Financial Services
|
Moree
22 Sep
CW Financial Services
Moree
Job Description
An exciting permanent position has become available as an Administration Assistant in our Moree Office. As a pivotal team member, you'll be responsible for supporting our reception & administration functions and assisting with our internal workflows. Your daily responsibilities will include; reception duties and front of house management, greeting our clients in person, managing our phone systems, providing a high level of support to our management and accounting team by assisting with our workflow and the inflow and outflow of client documents, maintaining financial and client systems, problem-solving and showing initiative by actively seeking out continuous improvements to the administration and support processes.
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About C & W Financial Services
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C & W have been helping Rural and Regional families to navigate the sometimes confusing world of finance for over 100 years. C & W is a financial services firm that provide a complete service package,taking care of our client's accounting, tax, financial planning, estate management, budgeting, cash flows, succession plans, investments, right through to their superannuation. C & W have all the specialists in one place, all with the one vision in mind, to make finances easier, not harder.
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RESPONSIBLTIES
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Contribute to and maintain administrative systems & processes
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Oversee and manage our internal client documents and workflow
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Perform various administrative tasks including but not limited to; reception, phone management, client software maintenance, internal software maintenance, mailing, banking and document management;
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Facilitate internal communications relating to business updates;
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Ad hoc duties and projects related to the position and to the ongoing service needs as required.
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SKILLS & EXPERTISE
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Having experience as a
Receptionist/Administrative
Assistant or a similar role is highly regarded
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An understanding of office management, administrative operation systems and procedures;
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Be hands-on and a problem solver, with the ability to show initiative and plan ahead;
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Possess robust communication skills, have an attention to detail and elite problem-solving skills;
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Demonstrated efficiency using Microsoft Office Suite;
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Excellent client service delivery and organisational skills;
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Be able to meet set deadlines and prioritise activities where required;
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Are a confident and outgoing self-starter with the ability to work with minimal supervision.
📌 Administration Assistant (Moree)
🏢 CW Financial Services
📍 Moree