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CW Financial Services
Administration AssistantCW Financial Services • Moree, AU
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Administration Assistant

Administration Assistant

CW Financial Services • Moree, AU
9 days ago
Job description

An exciting permanent position has become available as an Administration Assistant in our Moree Office. As a pivotal team member, you’ll be responsible for supporting our reception & administration functions and assisting with our internal workflows. Your daily responsibilities will include; reception duties and front of house management, greeting our clients in person, managing our phone systems, providing a high level of support to our management and accounting team by assisting with our workflow and the inflow and outflow of client documents, maintaining financial and client systems, problem-solving and showing initiative by actively seeking out continuous improvements to the administration and support processes.

About C & W Financial Services

C & W have been helping Rural and Regional families to navigate the sometimes confusing world of finance for over 100 years. C & W is a financial services firm that provide a complete service package,taking care of our client’s accounting, tax, financial planning, estate management, budgeting, cash flows, succession plans, investments, right through to their superannuation. C & W have all the specialists in one place, all with the one vision in mind, to make finances easier, not harder.

RESPONSIBLTIES

Contribute to and maintain administrative systems & processes

Oversee and manage our internal client documents and workflow

Perform various administrative tasks including but not limited to; reception, phone management, client software maintenance, internal software maintenance, mailing, banking and document management;

Facilitate internal communications relating to business updates;

Ad hoc duties and projects related to the position and to the ongoing service needs as required.

SKILLS & EXPERTISE

Having experience as a Receptionist/Administrative Assistant or a similar role is highly regarded

An understanding of office management, administrative operation systems and procedures;

Be hands-on and a problem solver, with the ability to show initiative and plan ahead;

Possess strong communication skills, have an attention to detail and elite problem-solving skills;

Demonstrated efficiency using Microsoft Office Suite;

Excellent client service delivery and organisational skills;

Be able to meet set deadlines and prioritise activities where required;

Are a confident and outgoing self-starter with the ability to work with minimal supervision.

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Administration Assistant • Moree, AU