We are seeking a reliable and highly organised Part time Office Administration Assistant in our Subiaco office. This is a practical, office-based position for someone who takes pride in accurate scanning, orderly filing and careful handling of confidential records.
Key responsibilities
- Greeting clients
- Answering and directing phone calls
- Scan client documents as required and upload to relevant client files
- Handle confidential client documents carefully and securely
- Collect and retrieve incoming office mail and post office box items
- Prepare outgoing letters and documents for posting
- Access various platforms to retrieve and download reports / statements
- Prepare and print documents for meetings
- Prepare fee disclosure statements
- Prepare review invites
About you
- Previous administration, records, reception, mailroom or office support experience is helpful but not essential
- Reliable, punctual and able to work independently
- Comfortable using scanners, printers, email and basic Microsoft Office applications
- Able to handle confidential client information with discretion
About us
Cork Charnley and Associates is a boutique financial planning practice based in Subiaco. We provide personalised advice across superannuation and retirement planning.