Powered by pgvector · cosine kNN
Wealth Foundry Private
Key Responsibilities Providing general administrative support to the financial planning team Answering and directing phone calls and responding to emails Managing calendars, appointments and meeting schedules Preparin…
Your match
See how you fit
Scored against this job in seconds
Your account
Sign in to apply
Your profile and your match for this job appear right here.
sign in above to apply · via Jora
About the role
Key Responsibilities
Providing general administrative support to the financial planning team
Answering and directing phone calls and responding to emails
Managing calendars, appointments and meeting schedules
Preparing and formatting documents and reports
Data entry and maintaining accurate client records
Filing, scanning and organising confidential documents
Assisting with client enquiries and general office coordination
About You
Highly organised with strong attention to detail
Professional and confident communication skills
Ability to manage multiple tasks and meet deadlines
Strong computer skills including Microsoft Office
A proactive and reliable team player
Previous administration or office experience preferred (finance or professional services experience is an advantage)
What We Offer
Full-time, stable position
Friendly and supportive team environment
Opportunity to gain experience in the finance services industry
If you are a motivated and organised individual looking to build your career in a professional office environment, we would love to hear from you.
Please submit your resume and cover letter.
sign in above to apply · via Jora
M&S Group Administration
As an Administration Officer, you will play a key role in supporting our team, ensuring our office runs efficiently and providing high-quality administrative support across the business. Key Responsibilities Answering…
Evolution Advisers
About the role As an Administration and Client Service Assistant, you will provide day-to-day administrative support to our business and advisory teams. You will assist with client communication, document preparation,…
deVere Australia Group
Office Administrator – Financial Planning Great with details, systems and keeping things organised? deVere Australia is looking for a sharp, organised and proactive Administrator to join our South Yarra office. You’ll…
AccuVest Mackay
We are a locally owned boutique financial planning business based in Mackay, who are passionately committed in delivering the highest quality of ongoing, professional, financial planning advice to our clients. Due to …
deVere Australia Group
Office Administrator – Financial Planning Great with details, systems and keeping things organised? deVere Australia is looking for a sharp, organised and proactive Administrator to join our South Yarra office. You’ll…
Wealthshore
About the role Wealthshore is seeking a motivated and organised Client Service and Administration professional to join our growing team in Warrnambool. This full-time role will see you providing high-quality administr…
Your job hunt, handled
Ask about any role and get a straight answer on your fit. Then stop searching: new matches land in your WhatsApp the moment they’re listed.
Free for jobseekers
