Office Administrator - Financial Planning

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 work closely with our Financial Advisers and support team, helping keep client applications, paperwork and day to day operations running smoothly. Financial services experience is welcome, but attitude, organisation and attention to detail are just as important.

Key Responsibilities

·         Provide day to day administrative support to Financial Advisers and the wider Melbourne team

·         Process new business and client applications accurately and in line with company procedures

·         Prepare, check and process client documentation and paperwork

·         Support new client onboarding and ensure required information and documentation is complete

·         Monitor new business submissions and follow up outstanding requirements through to completion

·         Manage incoming client emails, calls and administrative requests, directing them to the appropriate Adviser

·         Maintain accurate and up to date client records, CRM systems and electronic files

·         Liaise with internal administration, compliance and support teams regarding client cases

·         Liaise with external providers and platforms to obtain information and progress applications

·         Assist with preparing documentation for client meetings and reviews

·         Manage general office correspondence, incoming and outgoing mail and couriers

·         Assist with reporting, spreadsheets and general office administration

·         Ensure client information is handled accurately, professionally and confidentially

·         Provide additional administrative and operational support as required

What We’re Looking For

• Strong administration and organisational skills

• Excellent attention to detail and accuracy

• Confident computer skills, including Microsoft Office

• Professional communication skills

• Ability to multitask in a fast paced environment

• Previous administration or client services experience

• Financial services experience is highly regarded but not essential

What We Offer

·         AUD $65,000–$75,000 per annum, depending on experience

·         Opportunity to work within an established international financial services business

·         Exposure to the wealth management and financial planning industry

·         Full training on our internal systems and processes

·         Supportive, professional and fast paced Melbourne office

·         Opportunity to develop your skills and grow within the business

If you’re the person who loves keeping things organised, spots the details others miss and gets satisfaction from making sure everything runs properly, we’d like to hear from you.

Apply with your CV.