Administration / EA / Client Services

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. It’s 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 1–3 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

What’s 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 0414862979.