Job Description
We are seeking an experienced Administrative Support Specialist to join our team. As a key member of our support staff, you will provide exceptional client service and administrative support to our Advisers and clients.
Responsibilities
* Manage client communications and queries via phone, email, and in-person interactions.
* Coordinated client meetings and follow-ups.
* Maintain accurate client records and data within our CRM (XPlan) and other systems, ensuring adherence to regulatory requirements.
* Prepare and process client forms, implementation requests, and other documentation.
* Liaise with institutions and super funds to support operational needs.
* Assist with general office administration tasks.
Requirements
* Proven experience in administration, with the ability to prioritize tasks and meet deadlines.
* Proficiency in Microsoft Office Suite and experience with financial planning software (XPlan preferred).
* Proven problem-solving skills to support our team.
* Strong verbal and written communication skills to engage confidently with clients and product providers.
* A willingness to learn as regulations and technologies continue to evolve.
* Ability to adapt in a fast-paced environment where priorities may shift.
* Experience in a Client Services position within the Financial Planning, Accounting, or Broking industry would be highly regarded.
* Full working rights in Australia and a satisfactory National Police Check before commencing employment.
Benefits
* A modern office in Darwin City with onsite car parking available.
* Work in a close-knit, supportive team with regular team catch-ups, social events, and moments of fun throughout the year.
* Access to industry-leading training and strong mentorship to ensure successful onboarding and long-term career development.
* A chance to further embed yourself in the local community, with our organization proudly supporting organizations like Variety Children's Charity and local sporting clubs.
How to Apply
If you are motivated, personable, and excited about developing your career in the Financial Planning industry, we would love to hear from you. Please submit your resume along with a cover letter outlining your experience and why you would be a great fit for our team.