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
Solid attention to detail and accuracy
Comfortable handling repetitive tasks consistently
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.