Administration Assistant

Are you someone who is looking to kick start their career and wants to work for a Financial Planning business that is placed top 30 Best Places to Work 2025 in Australia and Best Place to Work for Women 2025Invest Blue has an exciting opportunity to join the Armidale team. We are seeking an Administration Assistant to work in the office full-time or part-time joining the energetic we offerWhen you join the wider Invest Blue Group you gain access to a multitude of benefits including: Upon completion of probation your birthday as a day off to off to volunteer for community initiatives or chosen in our annual Celebrate the Wins offsite conference and event fully sponsored by Invest learning and development opportunities full training providedThis is a diverse engaged and rewarding role and allows you to provide an excellent client experience daily. Youll be part of an engaged and motivated network of people that values your contributions and encourages personal growth About UsInvest Blue is Australias trusted home of great advice. We are a large holistic financial planning business that currently has offices located throughout QLD NSW VIC ACT & TAS. With a growing team of over 400 our financial advisers and support people are dedicated to empowering our clients to live their best possible strength comes from delivering tailored high-quality advice based on a consistent process. Importantly Invest Blues financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams. At Invest Blue were not just dedicated to helping our clients live their best possible lives were equally committed to fostering an environment where our team members thrive. As Richard Branson aptly put it Clients do not come first. People come first. If you take care of your people they will take care of the clients. You will find a very open and transparent culture that you have every opportunity to share ideas and insights and that others in the business are available to work collaboratively with you. The growth of our business means there is never a dull day and that there is a long horizon for career you:Looking for a career within the financial planning industryMotivated team player with great people communication skills both written and verbal with a high attention to ability to keep track of multiple tasks prioritise and deliver on set to learn and are willing at times to fresh and innovative ideas to the a team a positive can-do role responsibilities:Provide exceptional service to the clients through the provision of initial and ongoing efficient compliant and accurate administration to deliver quality support to the interaction with clients and team members to ensure all necessary information is up to date and current in client management database and in client account in progress reporting and task phone calls and client contact to ensure ongoing support services are Skills and ExperienceExperience providing exceptional client service within an office an ability to build and maintain effective relationships with clients and ability to plan prioritise and schedule work targets and activities with minimum to work under pressure and within a well-defined compliance with using financial planning software (e.g. Salesforce) desirable but not in Business Administration is desired but not mandatoryStandard background checks include but are not excluded to criminal history bankruptcy package offered ranges between $65000 -$72800 including super and leave loading dependent on level of education and stepsReady to embark on this exciting journey with us Apply now by sending your covering letter and resume to are thrilled to hear from you.