Advice Coordinator

Company description:

Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services

Job description:

• Advice Coordinator Position within Bridges
• Sydney Location
• Flexible Working Hours

The opportunity to join our team

We are seeking an Advice Coordinator to join our Bridges Advice team, supporting Practice Leadership across a range of operational and administrative activities. This is a great opportunity for talent looking to broaden their exposure within Advice and build capability across multiple operational areas of the business.

In this role, you will provide coordination support across meetings, training, onboarding, events, and projects, working closely with key stakeholders across the organisation.

This position offers strong visibility and is a fantastic platform to develop your skills and progress your career within Advice. This role will suit a professional looking for a friendly, supportive and flexible environment.

Key Responsibilities:

• Coordinate meetings, training sessions, teleconferences and webinars including logistics and setup
• Support presenters and manage training attendance, feedback and CPD accreditation
• Assist Practice Leadership with premises and facilities management requests
• Coordinate staff and client events including venues, RSVPs and attendee tracking
• Draft and coordinate marketing requests and support event planning activities
• Support onboarding and offboarding for employees and clients, including system setup and stakeholder coordination
• Prepare documentation and manage client/adviser transitions and communications
• Coordinate project activities including data collation and supporting IT rollouts

What you will bring:

• Strong organisational and coordination skills with the ability to manage multiple priorities
• Excellent verbal and written communication skills
• Experience in an administrative or assistant role
• Sound experience or interest in the financial planning/Advice sector
• Advanced knowledge of Microsoft Office applications
• Strong attention to detail and ability to follow processes
• Proactive, solutions-focused mindset
• Strong stakeholder engagement and collaboration skills
• Reliable and accountable approach to work

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we'll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you'll be making a positive impact in people's lives straightaway - and every day. The first point of contact for our clients whenever they need support.

Along the way, you'll be free to learn new skills, grow, and get great things done. Around here, we like to call it "putting our fingerprints on the future".

Showing up for every Australian

We're one of Australia's leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you - what matters to you, matters to us.

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.