Administration Officer | Wealth Management | Brisbane CBD | Up to $75k + Super + Bonus
We're working exclusively with a well-regarded wealth management firm in Brisbane to find a talented Administration Officer to join their adviser support team.
This is a role for someone who loves admin. Not someone who sees it as a stepping stone to something else, but someone who takes real pride in being the person who keeps everything running smoothly. If you're the type who loves a well-organised calendar, a tidy task list and getting things done properly the first time, read on.
What you'll be doing:
For more info please reach out to Zac Smith | zac.smith@perigongroup.com.au | 0466 310 409
We're working exclusively with a well-regarded wealth management firm in Brisbane to find a talented Administration Officer to join their adviser support team.
This is a role for someone who loves admin. Not someone who sees it as a stepping stone to something else, but someone who takes real pride in being the person who keeps everything running smoothly. If you're the type who loves a well-organised calendar, a tidy task list and getting things done properly the first time, read on.
What you'll be doing:
- Providing day-to-day administrative support to a small team of advisers including account opening, client documentation, trade processing and general coordination
- Managing correspondence and phone overflow, acting as a key point of contact for clients and colleagues
- Preparing SOAs, order notifications and FoFA renewals
- Liaising with third party providers and share registries
- Keeping things running smoothly during busy periods and adviser leave
- Someone who loves admin work and takes pride in doing it well
- Outstanding communication skills with a warm, engaging and professional manner
- Highly organised with strong attention to detail and the ability to juggle competing priorities without dropping the ball
- A natural relationship builder who is energised by working closely with a team and building genuine connections with clients
- Prior experience in a fast-paced office, professional services or administrative role. Financial services experience is a bonus but absolutely not essential
- RG146 or willingness to work toward it would be well regarded
For more info please reach out to Zac Smith | zac.smith@perigongroup.com.au | 0466 310 409

