Administration Assistant

About the Role:

• You will support financial planning by maintaining CRM data, generating reports, and assisting with client research.
• You will handle administrative tasks such as drafting documents, data entry, and client correspondence.
• You will work in a busy environment with a focus on client service.

Responsibilities:

• Compile data, draft letters, and manage CRM updates.
• Create reports, collect business requirements, and conduct project research.
• Understand financial documents and assist with investment strategies.

Qualifications:

• At least 3 years of experience in financial services or financial planning.
• Strong numerical and logical reasoning skills with attention to detail.
• Proficiency in Microsoft Excel and MS Office, and familiarity with Australian superannuation and investments.