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Administration Assistant - Financial Services

Job No: RS32159
Location: Mitcham, VIC

  • Join an Established and Successful Financial Services Firm

  • Earn up to $51,000 pa | Work Flexibility, & Work-Life Balance

  • Invest in Your Career With Ongoing Career & Learning Opportunities

About The Company

Our client is an independently owned and operated financial services firm who are part of a collegiate group of businesses who share ideas, responsibilities, and experiences.  This successful firm has a wealth of knowledge and experience and prides themselves on providing professional advice and recommendations to their clients to help get the best outcomes for their lifestyle and financial goals.

About The Role

Our client is now looking for an Administration Assistant to join their company based in Mitcham, VIC, with the potential to earn a salary package of $51,000 per annum (Including super). 

The primary purpose of this position is to work with and support the Financial Advisers and other staff to provide a high level of service to clients. 

Your duties will include: 

  • Booking review meetings for clients with advisers.
  • Managing the data feeds for the clients’ portfolios within XPlan.
  • Communicating with clients and provide ongoing client support.
  • Preparing annual meeting review letters and reports for advisers.
  • Diary management, insurance reviews, and all aspects of office administration. 

About You

To be successful in this role you will have extensive Administration experience. Additionally, previous experience working within the Financial Industry and with XPlan would be beneficial for this position.

This position would suit someone who has great attention to detail and organisational skills, as well as someone who can work independently. 

What's in It For You? 

  • Enjoy working in a supportive team environment. 
  • Initial training and ongoing development with clear career progression. 

Apply today and don't miss out starting this exciting opportunity as soon as possible.


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