Administration EA Client Services

Southport - Australia

Yearly Salary: $ 65000 - 79999

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

Southport Financial Services Career Growth Opportunity

An established financial services business in the Southport CBD is seeking a capable and motivated Administrator / Executive Assistant to work directly alongside the Director.

This is a hands-on role supporting client workflow operational processes and advice preparation. Its ideally suited to someone early in their career who is looking to build long-term capability within a professional environment.

The Role

Working closely with the Director you will:

Manage diary coordination appointments and confirmations
Follow up clients to obtain outstanding documentation
Reschedule meetings and maintain workflow momentum
Extract client data from CRM systems and upload into internal platforms
On-boarding of new clients and implementation of processes
Verify accuracy of client information
Send research requests to the advice team
Attend meetings and take structured file notes when required
Support the smooth day-to-day running of client processes

About You

You will ideally have 13 years experience within a professional services environment. Exposure to mortgage broking financial planning superannuation real estate accounting or similar will be highly regarded.

We are seeking a professional candidate that meets the following criteria:

Highly organised with strong attention to detail
Confident and professional when dealing with clients
Comfortable working with CRMs and managing data
Process-oriented and able to follow structured systems
Proactive reliable and willing to take initiative
Motivated to grow your career over the long term

Whats On Offer

Direct mentoring and exposure to advice processes
Modern Southport office location
A genuine long-term career pathway
Support to obtain RG146 (if required)

This is an opportunity for someone capable and ambitious who wants more than a standard admin role and who is ready to grow with the business over time.

Please click on the link to apply.

If you wish to have a confidential discussion before you apply please call David Ford directly on .

Southport Financial Services Career Growth OpportunityAn established financial services business in the Southport CBD is seeking a capable and motivated Administrator / Executive Assistant to work directly alongside the Director.This is a hands-on role supporting client workflow operational proc...