**E**arn **$50,000 - $55,000 pa + Super | Negotiable Based on Experience**:
- **Successful, Privately Owned Non-Bank Aligned Financial Services Firm**:
- **Full-Time Role in Sydney | Career Advancement Opportunities**:
**About The Company**:
Our client is a leading, privately-owned financial advisory firm providing excellent services to their clients nationally from their offices in Sydney. They are known for having a team of highly qualified advisers, providing advice across Wealth Creation & Investment Strategies, Self-Managed Super, Retirement Planning, Debt & Risk Management, Estate Planning, Insurance, Mortgages, and Lending as well as Taxation strategies.
**About The Opportunity**:
Reporting directly to **the Office Manager**, some of your responsibilities will include:
- Create Records of Advice for clients
- Compile clients' tax return information
- Preparation of Annual/Quarterly Performance Reports
- Mail handling and distribution to appropriate team members
- Assembly of meeting materials for investment and insurance clients
- Communicate with clients via phone and in person at reception
- Provide ad-hoc admin support to the rest of the team
**About You**:
- 12+ months of experience in an entry-level administration/office-based role
- Strong computer skills and proficiency in Microsoft Office 365
- Excellent communication, numerical, and interpersonal skills
- Exceptional attention to detail and time management skills
- Ability to commute to Sydney and work in the office full time
- A professional, dynamic and focused attitude
- University degree in finance (desirable)
**What's in it for You?**:
- **Successful, Privately Owned** Non-Bank Aligned Financial Services Firm
- **Established & Stable** Business Servicing Clients for Over 15 Years
- Convenient Sydney Location | Close to **Public Transport, Shops & Cafes**:
- Great Culture & a Range of Benefits | Small, Friendly & Supportive Team
- **Career Advancement Opportunities** in a Boutique Financial Planning Firm
- Ongoing **Training & Development **| Mentoring from an Experienced Adviser
- Opportunity to **Learn Complex Scenarios** & a Variety of Client Situations
**The Next Step of your Application (Please Read)**: