The Company:

Our client is a leading financial services company based in Dee Why on Sydney’s beautiful Northern Beaches. Providing an integrated approach and a range of different services, our clients are focused on delivering financial security for their clients.

The Job:

Supporting the Practice Manager and a small team of advisors, you will manage all aspects of administration to ensure all client service and regulatory requirements are met. This will involve liaison with clients, agencies, suppliers, and third party partners to ensure all legal and financial documents are obtained, lodged and filed accordingly.

The Responsibilities:

- Answering phones & e-mail enquiries

- General office support

- Help managing meeting rooms, refreshments/catering for meetings

- Preparing, processing and organising client documents

- Co-ordinating administration & compliance functions

- Supporting the team with various administration tasks such as scanning, printing, posting, requesting documents, following up clients, contacting providers.

- Projects and ad hoc tasks as required

Your skills:

To be successful in this role, you will demonstrate:

- Solid organisational skills and excellent attention to detail





- Clear and confident written and verbal communication skills
- The ability to manage multiple tasks and follow established processes
- A proactive approach, with the ability to think ahead and solve problems
- A high level of self-motivation, reliability and willingness to learn

- Strong computer skills and confidence learning new systems and technology
- A positive attitude and willingness to contribute as part of a small team

- Previous administration or client service experience is welcomed, but not essential

- Experience in financial services, insurance, banking, accounting or EA/PA support would be highly regarded

- Tertiary qualifications in business or a related field are welcomed, but not required

The Benefits:

- Successful, reputable, quality company

- Small, friendly team

- Central Dee Why location – close to public transport and parking nearby

- Fantastic work/life balance – work close to home on the Northern Beaches! Must be in office 5 days/wk but start/finish times are flexible

- Great salary package with potential for career development and advancement

To Apply:

Please click APPLY NOW to submit your application.

📌 Administration / Office Assistant (Dee Why)
🏢 Boylan u0026 Associates
📍 Dee Why