Job Title

Administration AssistantLocation: Shepparton | Job Type:Part-Time| Onsite Training ProvidedWe are seeking a highly organised and detail-oriented Administration Assistantto join our clients friendly and professional team. This role is ideal for someone who enjoys working in a structured environment, is confident with financial documents, and thrives on supporting others to deliver outstanding client service.Key Responsibilities:Front desk reception duties and greeting clientsCommunicate effectively with Advisers and ParaplannersManage client onboarding, including preparation of documentation (Xplan experience preferred)Prepare and manage client service agreements and gather necessary informationComplete fund forms (manual and electronic)Process and manage investment-related workflows and advisor instructionsAssist with portfolio administration, including issue resolution and reporting queriesConfidently use online fund portals and Microsoft Office 365 suiteScan, file, and maintain confidential records accuratelyRespond to email enquiries in a prompt and professional mannerDiary management and general administrative supportAssist with Centrelink documentation and related tasksWhat Were Looking For:Previous experience running a small business is highly regardedStrong numeracy and comfort working with financial dataLogical, analytical mindset with excellent attention to detailProfessional presentation with a warm and team-oriented attitudeEagerness to learn new systems and business proceduresExcellent written and verbal communication skillsA can-do attitude and ability to work independentlyAdditional Information:Training will be provided onsiteProficiency in Microsoft 365 is essentialPrior experience with Xplan is advantageousThis position description is not limited to the duties listed; flexibility and initiative are keyIf youre a confident and capable individual looking for a rewarding administrative role in a supportive environment, wed love to hear from you. #J-18808-Ljbffr