Administration Support Officer

• Full Time Position - Monday - Friday - 38h/week
• Great location - 2min walk from Broadbeach North Station

Superannuation Advice Australia is one of Australia’s leading Financial Advisory Firms, located in the heart of Broadbeach. We believe in the power of quality financial advice and employ talented experts to ensure our clients receive the best possible service. Our priority is to help others and make a financial difference in the lives of clients.  

Superannuation Advice Australia has built its success on a simple principle - our priority is to help others and make a positive financial difference in the lives of our clients. 

Why join us?

• Great location across from the Broadbeach beach 
• A rewarding career in a friendly and supportive team environment
• Access to Employee Assistance Program (including immediate family) 
• Social events to meet members across the organisation
• Free fruit, tea, coffee and evening meals available in office
• Full Training and ongoing support

About the position

We are seeking a motivated Administration Support Officer to join our team to assist our clients and support our Financial Advisors. This is an entry level position, perfect for who wants to grow in our business and develop your skills.

Your role and responsibilities include, but not limited to:

• Being the first point of contact for clients assisting them with a wide range of enquiries.
• Liaising with Financial Planners, superannuation funds and insurance companies for data collection, documentation gathering and completing, and to assist in the implementation of advice.
• Sending, receiving and actioning digital and physical mail.
• Corresponding with clients to obtain necessary documentation to complete tasks.
• Working with the Team Leader to achieve business needs, goals and objectives.
• Operate multiple platforms for superannuation, insurance and client data.
• Managing workloads using the CRM 
• Updating and ensuring the accuracy of data of client’s information within the CRM, superannuation and insurance portals.
• Provide assistance to other departments when required.

About you

The ideal candidate will possess the following skills:

• Sound ability using computers, including Microsoft Excel, Word and Outlook and the ability to learn new systems.
• Strong attention to detail.
• Excellent written and verbal communication skills.
• Competency in multitasking and prioritising workloads.
• Ability to work autonomously and as part of a team.
• Flexibility and adaptability to changing demands.
• Prior experience in administration and the financial industry is well regarded.  

SAA is an equal opportunity employer. We encourage candidates from all backgrounds to apply.

For more information about Superannuation Advice Australia, please visit:

www.superadviceaustralia.com.au