Administration Assistant/Office Manager

Administration Assistant/Office Manager

Job Title: Administration Assistant/Office Manager
Contract Type: Permanent
Location: NSW
Reference: 1235206
Contact Name: Micki Persky
Contact Email:
Job Published: April 20, 2022 16:31

Job Description

About Them

An extraordinary boutique Wealth Planning company that strives to empower financial decisions through understanding what clients most value for their lifestyle. Their unique approach to breaking stereotypes surrounding wealth creation is unapparelled to any other firm in Sydney. They pride themselves on helping their clients achieve their individual wealth goals through a deeper understanding of people’s individual motivations and desired outcomes. 

Day to Day  

You will be assisting and supporting the advisors in day-to-day office tasks whilst ensuring exceptionally polished levels of customer service to their high-net-worth clients.
The main roles and responsibilities of this position will include the following:
  • A full suite of administration duties from front desk administration to board room management.
  • Data entry for clients
  • Diary management for planners
  • Scheduling of meetings
  • General office duties.
  • Meeting and greeting clients

 You’ll Need

We would love to talk with candidates who have proven experience working as an Administrative Assistant ideally within the Financial Sector however previous experience in other sectors will be considered. We are looking for mature-minded people who are passionate about what they do and exemplary in wanting to ensure a client's experience is professional and enjoyable. You will also be able to demonstrate experience by having:        
  • Can-do attitude
  • Excellent communication and customer service skills
  • Experience in Microsoft Excel 
  • Diary management 
  • Experience in a demanding office environment
  • Can easily travel to Double Bay
  • Be fully vaccinated
Please ensure ALL resumes are sent in WORD FORMAT ONLY.

Successful applications will be contacted by phone.

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