At a Glance
- Tasks: Support a small team with admin tasks and client document management.
- Company: Leading financial services company in Dee Why, Northern Beaches.
- Benefits: Great salary, flexible hours, and fantastic work/life balance.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a friendly team and kickstart your career in finance!
- Qualifications: Strong organisational skills and a proactive attitude.
The predicted salary is between 47250 - 57750 $ per year.
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.
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:
- 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
To be successful in this role, you will demonstrate:
- Strong 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
Administration / Office Assistant in Sydney employer: Boylan & Associates
Join a leading financial services company in Dee Why, where you'll be part of a small, friendly team dedicated to delivering exceptional client service. Enjoy a fantastic work/life balance with flexible start and finish times, all while working in a central location close to public transport and the stunning Northern Beaches. With opportunities for career development and a supportive work culture, this role offers a rewarding environment for those looking to grow in their administration career.
