In-Demand Admin 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
12h
Office and Warehouse Admin
Rosebery Furniture —Sydenham NSW
- $60,000 - $65,000 a year
- Full-time
- CAD
- Administrative experience
- Power tools
- On-the-job training
Quick Apply
9h
Executive Assistant
MetLife —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Parental leave
- Employee assistance program
13d
Executive Office Administrator
Peter Warren Automotive Holdings —Warwick Farm NSW
- Full-time
- Management
- Sales
- Customer service
3d
Office & Operations Administrator (12 months contract)
La Prairie Group —Blenheim Road NSW
- Temporary
- Office
- Microsoft Office
- Administrative experience
Executive Assistant
HUB24 —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
- Parental leave
10d
Office Administrator
Tafwin Pty Ltd - Taffy Coaching —Glebe NSW
- $26 - $35 an hour
- Weekend availability
- Senior Secondary Certificate of Education
- In-person
Quick Apply
Retail Administration Assistant
CBRE —Sydney NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Equity Administrative Assistant, Sydney
Jefferies & Company, Inc. —Sydney NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Executive Assistant
Korn Ferry —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Salesforce
- Microsoft Office
Executive Assistant (Corporate Services)
Soda Talent Solutions —Sydney NSW
- Contract
- Microsoft Office
- Leadership
- Time management
Executive Assistant
Reserve Bank of Australia —Sydney NSW
- Full-time
- Microsoft Office
- Agile
- AI
13d
Executive Assistant (175372)
Colgate-Palmolive —Sydney NSW
- Administrative experience
- Education
- No degree
Executive Assistant & Transformation Program Manager
Otis —Sydney NSW
- Full-time
- Communication skills
Office Administrator
Greenroom Robotics —Sydney NSW
- Full-time
- Communication skills
14d
Executive Assistant
Ramsay Health Care —St Leonards NSW
- Full-time
- Microsoft Excel
- Customer service
- Writing skills
- Referral program
Quick Apply
Executive Assistant
Commonwealth Bank —Sydney NSW
- Full-time
- Leadership
- Communication skills
6d
Executive Assistant to General Manager Australia
AIG Australia Limited —Sydney NSW
- Full-time
- Customer service
- Microsoft Office
- Communication skills
Quick Apply
9d
Executive Assistant
Scape Australia —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
- Annual leave
Administration Assistant to the National Director
Bush Church Aid —Sydney NSW
- Full-time
- Microsoft Word
- Microsoft Outlook
- Management
6d

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Financial Planning Client Administration Assistant

Harvest Financial Group
North Sydney NSW

Quick Apply

Job Details

Full-time
$60,000 - $90,000 a year
12 hours 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

admin assistant jobs in parramatta, nsw

Financial Planning Client Administration Assistant

Office and Warehouse Admin

Executive Assistant

Executive Office Administrator

Office & Operations Administrator (12 months contract)

Executive Assistant

Office Administrator

Retail Administration Assistant

Equity Administrative Assistant, Sydney

Executive Assistant

Executive Assistant (Corporate Services)

Executive Assistant

Executive Assistant (175372)

Executive Assistant & Transformation Program Manager

Office Administrator

Executive Assistant

Executive Assistant

Executive Assistant to General Manager Australia

Executive Assistant

Administration Assistant to the National Director

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