In-Demand Administrative assistant Jobs in Parramatta Nsw

Financial Planning Client Administration Assistant
Harvest Financial Group —North Sydney NSW
- $60,000 - $90,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
Quick Apply
1h
Administration Assistant
Blacktown City Council —Blacktown NSW
- From $1,468.72 a week
- Full-time
6h
Administrative Assistant
Northern Sydney Local Health District —Sydney NSW
- $1,498.31 - $1,532.69 a week
- Full-time
- Data entry
2h
Operations Admin Assistant AM/PM - 2 roles
Coolways Transport Pty Ltd —Glendenning NSW
- $65,000 - $75,000 a year
- 8 hour shift
- Microsoft Excel
- Management
- ERP systems
Quick Apply
IT Administration Assistant
Qube —Sydney NSW
- $80,000 - $85,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
HR / Admin Assistant
GCG —St George NSW
- Full-time
Executive Assistant - Retail Operations North
Australia Post —Redfern NSW
- $108,110 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
8d
Administrative Assistant - Entry level
Rentokil Initial —Sydney NSW
- Full-time
- Customer service
- Administrative experience
- Organisational skills
Quick Apply
9d
IP Administration Assistant (full time)
Halfords IP - Patent & Trade Mark Attorneys —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Receptionist & Administration Assistant For Smash Repair (Part-Time)
Frontline Smash Repairs —Moorebank NSW
- $30 - $40 an hour
- Part-time
- Customer service
- Administrative experience
- In-person
Quick Apply
10d
Administrator
African Enterprise Australia —Macquarie Park NSW
- $80,000 - $85,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
1d
Office Administrator
Greenroom Robotics —Sydney NSW
- Full-time
- Communication skills
13d
Executive Assistant
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Annual leave
- Work from home
Contract Administrative Coordinator
Arthrex —Sydney NSW
- Contract
- Microsoft Excel
- Salesforce
- Microsoft Office
Administrative Assistant
Compass Education —Sydney NSW
- Part-time
- Office
- Administrative experience
- In-person
- Parental leave
- Employee assistance program
Quick Apply
8d
Practice Executive (Senior Legal Secretary/Executive Assistant)
Ashurst LLP —Sydney NSW
- Full-time
- Administrative experience
- Organisational skills
- Communication skills
- Health insurance
- Parental leave
Executive Assistant & School Administrator - Secondary School
Inspired —Sydney NSW
- Full-time
- Management
- Microsoft Office
- Administrative experience
8d
Executive Assistant & Transformation Program Manager
Otis —Sydney NSW
- Full-time
- Communication skills
Executive Assistant - Travel & Business Operations
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Administrator
Perpetual Limited —Sydney NSW
- Full-time
- Administrative experience
- Communication skills
- Time management
- Work from home
5d

I want to receive the latest job alert for administrative assistant in parramatta nsw

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

administrative assistant jobs near parramatta nsw

Administrative Assistant jobs in Sydney NSW

Administrative Assistant jobs in Blacktown NSW

Risk Manager jobs in Sydney NSW

School Principal jobs in Sydney NSW

Office Administrator jobs in Sydney NSW

Transformation Manager jobs in Sydney NSW

Contract Coordinator jobs in Sydney NSW

Executive Assistant jobs in Sydney NSW

Administrative Assistant jobs in Preston Vic

Administrative Assistant jobs in Eglinton Wa

Administrative Assistant jobs in Brisbane Qld

Library Assistant Libraries jobs in Melbourne Vic

Assistant Accountant jobs in Melbourne Vic

Education Assistant No Experience jobs in Perth Wa

Senior Carpenter jobs in Enfield Sa

Senior Legal Secretary jobs in Haymarket Nsw

Senior Legal Secretary jobs in Canberra Act

Legal Accounts Clerk jobs in Gosford Nsw

Budiness Analyst Senior jobs in Sydney Nsw

Senior Legal Secretary jobs in Alice Springs Nt

Financial Planning Client Administration Assistant

Harvest Financial Group
North Sydney NSW

Quick Apply

Job Details

Full-time
$60,000 - $90,000 a year
1 hour ago

Benefits

Work from home
Transportation links

Qualifications

Microsoft Word
CRM software
Financial planning
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Education
Bachelor's degree
Organisational skills
Communication skills

Full Job Description

About Us

Harvest is a successful financial planning company based in North Sydney, Australia. As a privately owned business with our own Australian Financial Services Licence (AFSL), we are not aligned with any financial institution or product provider.

For over 23 years, we have specialised in personal financial planning, corporate superannuation, retirement planning, and personal insurance advice. We partner with some of Australia's leading national and international organisations, helping employers and employees build, protect and manage their wealth throughout every stage of life.

At Harvest , our mission is simple: to help our clients sow, nourish and harvest their wealth.

About the Role

We are seeking organised and detail-oriented Financial Planning Administration Assistant to join our professional and friendly team based in North Sydney.

This is an excellent opportunity for an experienced financial planning administrator who enjoys client interaction, , and is looking to build a long-term career within the financial advice industry.

Working closely with our Senior Financial Planner, you will play a key role in supporting the advice process, ensuring a high level of client service, and assisting with the implementation and ongoing management of client strategies.

Key Responsibilities

Provide administrative support to the Senior Financial Planner throughout the advice process.
Prepare and process client documentation and correspondence.
Manage client communications, appointments and meeting coordination.
Maintain and update client records within Xplan.
Assist in the preparation of Records of Advice (ROAs), annual review documentation and client reports.
Coordinate advice implementation, including superannuation, investment, pension and insurance recommendations.
Prepare fee disclosure statements and ongoing fee renewal documentation.
Manage annual review workflows and client follow-up activities.
Liaise with superannuation funds, insurers, investment and other external stakeholders.
Respond to client enquiries in a professional and timely manner.
Assist with practice administration and business improvement initiatives.
Work collaboratively with advisers and administration staff to deliver exceptional client outcomes.

Skills and Experience

To be successful in this role, you will have:

Previous experience in a financial planning administration or client services role (essential).
Exposure to SMSFs and superannuation administration.
RG146 qualifications (or working towards completion).
Strong organisational skills with the ability to manage multiple priorities.
High attention to detail and accuracy.
Exceptional written and verbal communication skills.
A proactive, positive and professional attitude.
Strong problem-solving skills and ability to work independently.
Advanced Microsoft Office skills, including Word, Excel and Outlook.
Experience using Xplan CRM (essential).
Experience working with employer superannuation funds such as Colonial First State, Insignia Financial (IOOF), Mercer, MLC or similar providers is highly desirable.
The ability to work effectively within a collaborative team environment.

What We Offer

Ongoing professional development and opportunities.
Supportive and collaborative team culture.
Exposure to a broad range of financial planning, superannuation and insurance advice strategies.
Modern North Sydney office conveniently located close to public transport and the Sydney Metro.
Hybrid working arrangements available following successful completion of the probation period.
Opportunity to work with a well-established business servicing leading Australian and global organisations.

Why Join Harvest ?

At Harvest , you'll be part of a close-knit and experienced team that genuinely values client relationships, professional excellence and personal development. If you're looking for a rewarding career in financial planning and enjoy making a positive difference in clients' financial lives, we'd love to hear from you.

Pay: $60,000.00 – $90,000.00 per year

Benefits:

Work from home

Education:

Bachelor Degree (Preferred)

Experience:

Financial Planning Support: 2 years (Preferred)
Xplan (IRESS): 1 year (Preferred)
Self-Managed Super Funds: 1 year (Preferred)

Work Authorisation:

Australia (Required)

Work Location: In person

Quick Apply

Refine Your Search

administrative assistant jobs in parramatta nsw

Financial Planning Client Administration Assistant

Administration Assistant

Administrative Assistant

Operations Admin Assistant AM/PM - 2 roles

IT Administration Assistant

HR / Admin Assistant

Executive Assistant - Retail Operations North

Administrative Assistant - Entry level

IP Administration Assistant (full time)

Receptionist & Administration Assistant For Smash Repair (Part-Time)

Administrator

Office Administrator

Executive Assistant

Contract Administrative Coordinator

Administrative Assistant

Practice Executive (Senior Legal Secretary/Executive Assistant)

Executive Assistant & School Administrator - Secondary School

Executive Assistant & Transformation Program Manager

Executive Assistant - Travel & Business Operations

Administrator

I want to receive the latest job alert for administrative assistant in parramatta nsw

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected