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Poynter Hargraves Wealth
About the role
About the role
We are looking for a motivated and organised Junior Administration Assistant to join our team and provide general administrative support across the business.
This is an entry-level opportunity suited to someone who is reliable, eager to learn and enjoys keeping things organised. You’ll work closely with our Client Services and Administration teams and gain exposure to the day-to-day operations of a professional financial planning business.
Key responsibilities will include:
Scanning and uploading documents
Filing and maintaining electronic and physical client files
Providing reception relief and assisting with general reception duties
Printing and preparing client files and documentation
Assisting the Client Services team with general administrative tasks
Preparing documents and files for client meetings
Assisting with document collation and processing
Maintaining organised filing systems and ensuring documents are stored correctly
Assisting with general office administration as required
Supporting the broader team with ad hoc administrative tasks
About you
We’re looking for someone who:
Is organised, reliable and has a good eye for detail
Is comfortable working through repetitive administrative tasks accurately
Has a positive attitude and is willing to learn
Can follow processes and instructions
Has good computer skills and is comfortable learning new systems
Communicates professionally and confidently
Can work independently but is also happy to support the wider team
Takes pride in keeping things organised and getting tasks completed
Previous administration or reception experience would be an advantage, but is not essential. We are happy to consider someone at the beginning of their career who has the right attitude and willingness to learn.
About us
We are a professional financial planning business with a close-knit team and a strong focus on providing quality service to our clients. This role provides an opportunity to develop your administration skills and learn more about the financial planning industry, with potential to take on additional responsibilities as your skills and experience develop.
What we offer
Supportive team environment
Training and development
Opportunity to learn about the financial planning industry
Variety of administrative responsibilities
Potential for career progression within the business
If you’re looking to start your career in administration and want to join a professional team where you can learn and develop, we’d love to hear from you.
Remuneration: Award rates apply, with junior rates applicable based on age and experience.
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