About the role
This part-time/full-time Administration Assistant position at Sterling Grange Financial Planning in Bairnsdale, VIC, will play a crucial role in supporting the day-to-day operations of our dynamic financial planning practice. As an integral part of our team, you will be responsible for providing high-quality administrative and clerical support to ensure the smooth running of our office.
What you'll be doing Handling various administrative duties, including phone calls, data entry, filing, and document managementProviding exceptional customer service to our clients, both in-person and over the phoneAssisting with the coordination of appointments and schedulingPerforming general office tasks, such as scanning, filing and maintaining a tidy workspaceSupporting the financial planning team with ad-hoc projects and tasks as requiredWhat we're looking for Previous experience in an administrative or office support role, preferably in a financial services or professional services environment but not essential.Strong organisational skills and the ability to multitask effectivelyExcellent communication and interpersonal skills, with a friendly and customer-focused approachProficiency in using standard office software, such as Microsoft Office suiteExperience with Xplan preferable.A keen eye for detail and the ability to work accurately under pressureA positive, proactive, and collaborative attitudeWhat we offer
At Sterling Grange Financial Planning, we are committed to providing our employees with a supportive and rewarding work environment. In addition to a competitive salary, we offer a range of benefits, including:
Opportunities for ongoing professional development and career progressionFlexible work arrangements, including the potential option to work from home on occasionA collaborative and inclusive team culture, where your contributions are valuedSalary tailored to experience of selected candidate About us
Sterling Grange Financial Planning is a leading financial planning firm in the East Gippsland region, providing tailored wealth management solutions to individuals, families, and businesses. With a strong focus on client service and a commitment to ethical and sustainable practices, we have established a reputation for excellence in the industry. As we continue to grow, we are seeking talented individuals to join our team and contribute to our success.
If you are a motivated and experienced Administration Assistant who is passionate about providing exceptional support, we encourage you to apply for this role. Please click the "Apply Now" button below to submit your application. Applications close: COB Wednesday 13th November 2024.