Life and Careers

Part time Administrator - 3-4 days, 2 days in office while rest at home/remote. This is a great opportunity to join a small, growing financial planning firm as an Administrator. We are looking for someone who is a super-organised, all-rounder who can support with advice admin but also more broader administrative work for the team. Ideally you have some experience with Intelliflo back office system. Key responsibilities Assist with annual reviews and advice Help prepare documents prior to meetings Maintain client database and records Providing post meeting support Onboarding new clients Managing team diary and answering telepone calls General office administration duties Essential skills: • Excellent organisational skills • Good eye for detail and accuracy • Gets things done - a doer and completes the task well • Excellent IT skills and proficient in Microsoft Office products We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm or related financial services organisation.