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
1d
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
1d
Administration Assistant
Inchcape —Sydney NSW
- CRM software
- Customer service
- Microsoft Office
2d
Deafness Centre Administrative Assistant
The Sydney Children's Hospitals Network —Sydney NSW
- $73,915.12 - $76,218.80 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance program
11h
Administration Assistant
RSM —Sydney NSW
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
10d
Administrator
Woodhouse —North Sydney NSW
- Administrative experience
- Office experience
Executive Assistant | Corporate Operations Group
Macquarie Group Limited —Sydney NSW
- Microsoft Office
- Administrative experience
Executive Assistant - Expression of Interest
NV Employment Pty Ltd —Lilyfield NSW
- $60,000 - $800,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick Apply
Operations Manager / Executive Assistant
Stone Real Estate —Crows Nest NSW
- Sales
- Communication skills
- Time management
Executive Assistant - Group Finance
Ramsay Health Care —St Leonards NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Referral program
Quick Apply
Executive Assistant Manager
AccorHotel —Sydney Olympic Park NSW
- Full-time
- Management
- Communication skills
Quick Apply
Executive Assistant, Infrastructure
OMERS —Sydney NSW
- Full-time
- Customer service
- Microsoft Office
- Communication skills
3d
Executive (Analyst) & Assistant Manager, Transaction Services - Brisbane or Sydney
Alvarez and Marsal —Sydney NSW
- $80,350 - $93,750 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Communication skills
Senior Executive Assistant to General Manager
Waverley Council —Bondi Junction NSW
- Full-time
- Communication skills
- Employee assistance program
- Gym membership
7d
Executive Assistant Manager
Ovolo Group —Elizabeth Bay NSW
- Leadership
- Communication skills
- Hotel experience
8d
Executive Assistant
All In IT Solutions —Stanmore NSW
- Full-time
- Microsoft Office
Executive Assistant to the Head of School and Dean
University of Sydney —Camperdown NSW
- $117,133 - $127,610 a year
- Full-time
- Management
- Microsoft Office
- Administrative experience
2d
Executive (Analyst) & Assistant Manager, Transaction Services - Brisbane or Sydney
Alvarez & Marsal —Sydney NSW
- $80,350 - $93,750 a year
- Microsoft Powerpoint
- Microsoft Excel
- Communication skills
Administrative Assistant
InterSystems —Sydney NSW
- Microsoft Outlook
- Microsoft Office
- Administrative experience
Restaurant Office Administrator
Azuma Japanese Restaurant —Sydney NSW
- Part-time
- Hospitality
- Microsoft Office
- Administrative experience
- Employee discount
- Free food
Quick Apply
2h

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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
1 day 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

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Administration Assistant

Deafness Centre Administrative Assistant

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Executive Assistant | Corporate Operations Group

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

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