Administration Assistant

This is a very exciting permanent opportunity to work for a financial planning company as an Administration Assistant!

THE ROLE:

• Preparing advice documentation, ensuring all documents are appropriately personalised, accurate, and comply with our organisational standards
• Producing cash flow models and reports
• Submitting new business cases 
• Managing client actions using the task system
• Sending daily emails to your advisers with task updates
• Typing up client meeting notes and setting appropriate tasks for yourself and/or your adviser
• Sending and chasing letters of authority
• Transferring business case submissions

ESSENTIALS:

• Minimum 2 years experience within an administration role
• Highly motivated, with a great work ethic and excellent communication skills
• Ability to work under pressure and meet deadlines
• Extremely organised with the ability to multi-task whilst maintaining strong attention to detail
• Resilient personality and accountable for own actions
• Discrete and professional in all communication
• Strong emotional intelligence, adaptable and flexible
• Willingness to challenge in a constructive and non-confrontational manner
• Self-motivated and willing to work at times in isolation and as part of a wider team

If you feel that you fit the above criteria then please apply today by submitting your CV to us. Please note due to the high volume of applications that we receive only successful applicants will be contacted. For information on how we process personal information please refer to our website: How We Use Your Personal Information.

At Australasian Recruitment Company we are committed to an Equal Opportunities policy and make employment decisions by matching business needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities) gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation.