Administration Assistant - Financial Services

Administration Assistant - Financial Services

Job Title: Administration Assistant - Financial Services
Contract Type: Permanent
Location: Sydney - CBD, Inner West & Eastern Suburbs
Salary: $70 - $75 + Super
Reference: 2847084
Contact Name: Sophie Donaldson
Contact Email: sophie@beaumontpeople.com.au
Job Published: February 05, 2019 16:01

Job Description

Our client is a boutique financial services practice in North Sydney looking for a stand out administrator to support the financial planner/owner.

As the successful candidate, you will play an active role supporting the team to fulfill the smooth, day-to-day functioning of client communication by fostering those relationships and managing all data and administration. 
General duties include:
  • Support the client service and operational goals of the company through general administrative duties (responsible for reception, mail distribution, phone)
  • Assist the team to provide information to clients and network members and provide Sales and Marketing support (manage subscriptions to the eBulletin, assist with re-ordering business cards and corporate stationery)
  • Input and management of client data
  • Fostering their existing client relationships with your excellent customer service skills
  • Provide support to management
Successful candidates will have:
  • Previous office support experience
  • An interest in Financial Services
  • Excellent communication skills & telephone manner
  • Strong attention to detail, excellent time management and the ability to multi task and prioritise
  • An enthusiastic nature and willingness to learn
  • A mature and professional attitude and be well presented
  • The ability to work in a team environment as well as individually
  • Intermediate to advanced Computer Skills (MS Office, database)
What you need to do:
If you are interested in this role, please APPLY forwarding your resume.

For a confidential discussion, please call Sophie on 02 9093 4933