Administrative Assistant

Overview

We are partnering with a reputable wealth management firm located in Brisbane CBD to recruit an Administrative Assistant dedicated to supporting their adviser team. This role is ideal for someone who is passionate about administrative tasks and takes pride in maintaining smooth operational flow within a busy office.

Key Responsibilities

• Provide daily administrative assistance to a small group of advisers including handling account openings, client document management, and processing trade transactions.
• Serve as a primary contact managing correspondence and phone inquiries for both clients and colleagues.
• Prepare Statements of Advice (SOAs), order notifications, and manage FoFA renewals.
• Coordinate with external providers and share registries as required.
• Ensure continuous workflow during peak times and adviser absences.

Candidate Profile

• A genuine passion for administration and pride in delivering high-quality work.
• Excellent interpersonal skills enabling warm and effective communication with clients and team members.
• Strong organizational abilities with keen attention to detail and the capacity to handle multiple priorities efficiently.
• Experience working in a fast-paced office or professional services setting; financial services experience is advantageous but not necessary.
• RG146 certification or a willingness to obtain it will be considered positively.

Additional Details

• Employment Type: Full-time, on-site position based in Brisbane CBD.
• Compensation: Salary up to $75,000 annually, plus superannuation and a yearly bonus.