Administration Assistant - Sydney
Interested in kick-starting your career in administration? Join one of Australia's leading wealth management firms today!
Summary about this job
Administrative Assistants
Company: Centric Wealth
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-8-6195-6616
Fax: +61-3-1706-3203
E-mail: n\a
Site: n\a
Detail information about job Administration Assistant - Sydney. Terms and conditions vacancy
Our Company
Centric Wealth is a leading wealth management firm, providing our clients with personalised advice and solutions for their complete financial well-being. We believe that clients invest in our advice for a financial return, emotional benefits and as a way to ensure that their best laid plans are not derailed.
We put our clients at the heart of everything we do. We are able to do this because Centric Wealth is not owned by a large financial institution. We are not owned by a financial institution, bank, or insurer, so we work with you to help you find the best solutions for your lifestyle and personal circumstances. This gives our clients the confidence that comes from advice that is both expert and holistic.
The Role
Our growing financial planning firm is looking for a committed Administration Assistant to join our dynamic national business. Located in our Sydney office, this position is a full time, permanent role, offering the successful candidate unique career progression.
This is a fantastic opportunity open to entry level candidates or experienced administrators who are interested in kick-starting and developing a professional career.
Responsibilities
Your responsibilities will include, but are not limited to:
- Introductory administration tasks
- Updating client electronic files
- Scheduling client review meetings and preparing appointment documentation
- Obtaining portfolio valuations and liaising with fund managers
- Relief receptionist duties
- Recording and distributing incoming and outgoing mail as required
Skills & Attributes
The ideal candidate will have the following skills and attributes:
- Neat, professional presentation
- Clear verbal and written communication skills
- Show initiative, enthusiasm and a can do attitude
- Pleasant and positive demeanor
- Strong attention to detail
- Proficient in MS office
- 1-2 years' experience in a professional services environment (preferred)
- Experience in Administration is highly regarded
Comprehensive internal training is provided to ensure the successful candidate is provided with all the business knowledge required to successfully fulfil the requirements of the role. We pride ourselves on a progressive, professional and rewarding environment, which is built on our strong culture.
If you are interested in joining our fast growing company and your skills meet the above criteria please submit your cover letter and resume by clicking 'apply here'
Please note that only successful candidates will be contacted.