Salary: $70,000 - $80,000 Package (Pro-rata for part-time)
About Us
We are a boutique financial advice practice specialising in life insurance. We have a highly experienced, client-focused team and a reputation for exceptional service and claims support. This is an ideal opportunity for an experienced administrator looking for a flexible role within a supportive and growing team.
What's on offer:
- Competitive salary package based on experience.
- Opportunity to work with experienced advisers and teams.
- Flexible role available between 3-5 days per week.
- Easily accessible office location, directly above Chatswood Station.
- Supportive and collaborative team culture.
We’re looking for someone who:
- Is professional, reliable, approachable and client focused.
- Is highly organised and capable of managing multiple priorities simultaneously.
- Possesses strong attention to detail and a commitment to accuracy.
- Is positive, proactive and solutions focused.
- Takes ownership of tasks and follows them through to completion.
- Has good written and verbal communication skills.
- Previous experience in life insurance, financial planning or financial services administration a bonus.
- Has robust Microsoft Office skills. AI skills are a plus
Your key responsibilities will be to:
- Support advisers with pre- and post-meeting administration.
- Provide a responsive, professional and personal client experience.
- Respond promptly to client enquiries.
- Liaise with insurers regarding new business, underwriting and policy servicing requests.
- Maintain accurate client records and documentation
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📌 Administration Officer - Life Insurance Advice (Willoughby)
🏢 True North Insurance
📍 Willoughby
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