Office Administration

About you:

We are looking for an energetic, client-focused and attentive candidate to join our small but enthusiastic team. Ideally you already have some experience working in a professional office environment, with commensurate skills in standard computing packages and are used to dealing with clients both face to face and over the phone. 

The offer:

This is a permanent position and can be either full-time or part-time if preferred. Along with standard employee benefits and rights, we also offer 5 weeks paid leave per year.

About us:

Baiocchi Griffin Private Wealth are specialist portfolio investment managers, offering a personalised investment approach to our clients. We aim to always provide a very high level of service to our clients, with an emphasis on professionalism, accuracy and efficiency. Our working environment is relaxed, friendly and supportive.

About the role:

The role includes a wide range of responsibilities and tasks, including:

• Assisting with client investment portfolio administration and implementation tasks
• Management of client Centrelink assistance service
• Answering and replying to client and third-party calls and emails
• Client ‘meet and greet’
• Booking meetings and managing client appointment scheduling
• Handling of the daily mail, including scanning and filing
• Maintaining office supplies and consumables
• Overseeing and implementing mailouts and general postage processes
• General Office Administration tasks as required

 Your skills and attributes:

• The ability to manage your time and tasks appropriately with little supervision
• Excellent verbal and written communication skills
• Data entry and general computer skills, including Microsoft Office etc.
• A high level of attention to detail
• The ability to work collaboratively in a small team

Please note that only Australian Permanent Residents or Citizens need apply. The position is located in Tamworth, NSW.

Applications close 8 March 2024.

For further details regarding the position, please contact Justin Baiocchi at ***************@bgprivatewealth.com.au