Team Assistant

Where will you be working … Located on the CBD fringe with views of the city. You will be working in beautiful offices with a great company culture! This is an outstanding opportunity for someone to join the team who love what they do!

What you will be doing... We are looking for a reliable and detail-oriented administrator to join our financial planning team. This role focuses on preparing client review materials, managing compliance documentation, and supporting advisers and associates with high-quality administration. You will help ensure a smooth and professional client experience. Duties include :

• Create and update client review packs and PowerPoint presentations
• Compile supporting documents, reports, and investment summaries
• Assist with meeting scheduling and coordination
• Prepare and maintain annual compliance paperwork for clients
• Ensure client files are complete, accurate, and up-to-date in CRM
• Help maintain compliance with advice documentation requirements
• Assist with client onboarding, updates, and service requests (withCSO)
• Support general administration tasks to ensure advisers are fully supported
• Monitor workflows and assist with task tracking

What's in it for you..... not only will you be a part of a high performing group of like-minded people, but you will be joining a culture that is like no other. This boutique office has a roof top area overlooking the gorgeous city, where they tend to mingle on a Friday afternoon to unwind. Work from home options plus many other benefits are available with this part time role.

To be Successful…

• Strong PowerPoint and document preparation skills
• Previous experience in financial services administration preferred
• High attention to detail and accuracy
• Ability to manage multiple tasks and meet deadlines reliably
• Excellent communication skills (written and verbal)
• Strong organisational skills and a team-first attitude
• Proficient with CRM systems and Microsoft Office suite

Apply today!

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