Administration Assistant

Administration Assistant in a leading boutique, Erina based Financial Planning business.

Are you looking to start your career in an administrative role that offers a fresh approach and a great, contemporary work environment?

We are seeking an organised and detail-oriented individual to join as an Administration Assistant in a boutique financial planning firm. You will play an important role in supporting the day-to-day operations of the firm and ensuring smooth functioning of administrative tasks.

Responsibilities:

• Provide administrative support to the team,
• Managing a partner’s calendar, scheduling appointments, and coordinating meetings.
• Handle some incoming calls, emails, and to respond to inquiries in a professional and timely manner.
• Prepare review documents, research and reports.
• Assist with client onboarding and ensure accurate and up-to-date client records.
• Assist with financial administration tasks, 
• Assist with special projects and ad-hoc tasks as assigned.

Requirements:

• Strong organisational and time management skills.
• Careful attention to detail a must!
• Desire to learn on the job and upskill quickly. Employer supported further study Cert III or Cert IV available.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong communication and interpersonal skills.
•  Professional and friendly manner, and interest in getting a start in financial services sector. 
• While this is an entry level, full time position, consideration would also be given to commencing part-time for the right applicant. 
• Experience as an administrative assistant or in a similar role would be an advantage, but not essential as this is an entry level position.

Please include a cover letter with your CV application to ******@saige.com.au outlining why you are the right person to join our team!