Administration Officer

Our client is a well-established wealth planning firm based in Adelaide, who focuses on clients and has an excellent reputation in Financial Planning from hard work, client advocacy and innovative thinking.

We are looking for a dynamic, confident Administration Officer to join their small, close-knit team of experienced and dedicated professionals within their city-fringe office. 

To be successful in the role you will be highly motivated, with strong administrative experience and the desire to deliver exceptional service. Working directly with the Practice Manager and the Financial Advisors, you will provide efficient and effective administrative services as well as a high-level of customer service to their clients. You will be based at reception, and expected to complete the reception duties, however this is only a small component of the role. 

Your primary responsibilities will include: 

• Front desk reception duties; 
• Diary management & setting up of meetings; 
• Meet and greet clients; 
• Answer inbound phone calls;
• Preparation and distribution of mail;
• Assisting with existing client reviews, including scheduling meetings and pre-review preparation;
• Database management;
• Triage client enquiries quickly and efficiently; 
• Update and maintain client information held in Xplan;
•  General administrative duties; • Strong use of Microsoft office package (word, excel) 
• To be successfully considered for this role you will require: 
• Excellent written and verbal communication skills with a high attention to     detail 
• Professional presentation and phone manner 
• Strong organisational skills, with the ability to multi-task 
• Ability to work both autonomously and within a team environment 
• A proactive approach • A working knowledge of Microsoft Word, Excel and Outlook; 
• Good time management and organisational skills. 
• Experience with industry CRM systems and financial planning software i.e Xplan, but not essential as the right candidate can be trained. 

To register your interest, email your resume and covering letter directly to ********@thehrroom.com.au. Candidates whose application closely matches the selection criteria will be contacted to discuss the role in further detail and arrange an initial interview. Only successful applicants will be contacted.