Full-Time Office Support Staff – Financial Planning Industry

Key Responsibilities

• Providing general administrative support to the financial planning team

• Answering and directing phone calls and responding to emails

• Managing calendars, appointments and meeting schedules

• Preparing and formatting documents and reports

• Data entry and maintaining accurate client records

• Filing, scanning and organising confidential documents

• Assisting with client enquiries and general office coordination

About You

• Highly organised with strong attention to detail

• Professional and confident communication skills

• Ability to manage multiple tasks and meet deadlines

• Strong computer skills including Microsoft Office

• A proactive and reliable team player

• Previous administration or office experience preferred (finance or professional services experience is an advantage)

What We Offer

• Full-time, stable position

• Friendly and supportive team environment

• Opportunity to gain experience in the finance services industry

If you are a motivated and organised individual looking to build your career in a professional office environment, we would love to hear from you.

Please submit your resume and cover letter.