In-Demand Managed service administrator Jobs in Sydney, 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
17h
System Administrator
Techmate AI Solutions —Sydney NSW
- $75,465.97 - $132,843.71 a year
- Full-time
- Azure
- Computer Science
- Administrative experience
- Work from home
- Professional development assistance
Quick Apply
People & Culture Administrator (Part-time)
IKEA —Tempe NSW
- Temporary
- Microsoft Office
- Administrative experience
- Analysis skills
- Annual leave
- Parental leave
6d
Contract Administrator
CALM Property Services Pty Ltd —Sydney NSW
- $82,000 a year
- Full-time
- Maintenance
- Administrative experience
- In-person
Quick Apply
9d
Claims Consultant - Retail Income Protection Claims
TAL —Sydney NSW
- Full-time
- Hybrid work
- Customer service
- Communication skills
Quick Apply
Senior Client Service Officer - Estate Planning and Administration
NSW Department of Communities and Justice —Parramatta NSW
- $102,936 - $113,579 a year
- Full-time
- Hybrid work
- Customer service
- In-person
- Communication skills
- Parental leave
- Employee assistance program
1d
IT Systems Administrator
Ryze IT —Stanmore NSW
- $80,000 - $120,000 a year
- Full-time
- Azure
- AWS
- Bachelor's degree
Quick Apply
9d
Office Administrator
FE fundinfo —Sydney NSW
- Full-time
- Hybrid work
- Research
- Microsoft Office
- Administrative experience
Quick Apply
1d
IT Operations Lead
Maxlife Care —Sydney NSW
- $80,000 a year
- Full-time
- Azure
- Administrative experience
- Bachelor's degree
Quick Apply
8d
Practice Administrator (Secretary/EA) - Data Intelligence
Clayton Utz —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
7d
Claims Administrator
Insignia Financial Ltd —Sydney NSW
- Full-time
- Customer service
- Administrative experience
- Financial services
9d
IT & Workplace Support Engineers (Multiple Opportunities Available)
The Missing Link —Macquarie Park NSW
- Full-time
- Bar
- Software troubleshooting
- Customer service
Quick Apply
Biling Specialist
DWF —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Communication skills
NSW Managed Service Administrator
Pro AV Solutions —Frenchs Forest NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance program
Quick Apply
Senior Client Service Officer - Estate Planning and Administration
NSW Trustee and Guardian —Sydney NSW
- $102,936 - $113,579 a year
- Full-time
- Hybrid work
- Customer service
- In-person
- Communication skills
- Parental leave
- Employee assistance program
12h
Senior Contract Manager
Transgrid —Sydney NSW
- Contract
- PMP
- Administrative experience
- Leadership
- Parental leave
Contracts Administrator
Zinfra —Greystanes NSW
- Full-time
- Administrative experience
- No degree
- Organisational skills
System Administrator - ServiceNow
Reserve Bank of Australia —Sydney NSW
- Full-time
- Hybrid work
- Administrative experience
ELK Administrator
Accenture —Sydney NSW
- Full-time
- Parental leave
8d
Azure Systems Administrator
Smart Communications —Sydney NSW
- Azure
- DevOps
- AWS
- Gym membership

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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
17 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

managed service administrator jobs in sydney, nsw

Financial Planning Client Administration Assistant

System Administrator

People & Culture Administrator (Part-time)

Contract Administrator

Claims Consultant - Retail Income Protection Claims

Senior Client Service Officer - Estate Planning and Administration

IT Systems Administrator

Office Administrator

IT Operations Lead

Practice Administrator (Secretary/EA) - Data Intelligence

Claims Administrator

IT & Workplace Support Engineers (Multiple Opportunities Available)

Biling Specialist

NSW Managed Service Administrator

Senior Client Service Officer - Estate Planning and Administration

Senior Contract Manager

Contracts Administrator

System Administrator - ServiceNow

ELK Administrator

Azure Systems Administrator

I want to receive the latest job alert for managed service administrator in sydney, nsw

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