Senior Administrator - Financial Services

If you're an experienced admin within FS, we want to hear from you!
Your new company
This is a boutique financial advice practice that is dedicated to helping their clients reach their financial potential. This organisation understands the value in building solid relationships with their clients and due to organic growth, are looking for a Senior Administrator to support the Financial Adviser.

Your new role
As the Senior Administrator, you will have a range of responsibilities including but not be limited to:
  • Providing exceptional client services and being the point of contact for existing clients.
  • Working closely with the Principal Adviser and the administration team
  • Responsible for a range of tasks including updating client data, formal client reviews, advice document creation and product updates.
  • General tasks involved with running an office as well as managing the back-office systems

What you'll need to succeed
  • Previous experience working within Financial Planning with exposure of superannuation, investments and life insurance being advantageous
  • Financial Services administration experience is preferred
  • An eagerness to learn and develop your skill set as you will be trained in industry specific tasks
  • The ability to work autonomously, have a high attention to detail, excellent communication skills and the ability to build rapport with clients

What you'll get in return
This is a great opportunity to work in close knit team where you will get significant exposure to the financial advice industry and no two days will be the same. You will get to work with a passionate team and contributing to making a difference to client’s financial futures. It is a full time, office based role but school hours can be accommodated.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2683372


Job Type
Banking & Financial Services
NSW, Western Sydney

Talk to a consultant

Talk to Annabel Bassil, the specialist consultant managing this position, located in Sydney
Level 13, Chifley Tower, 2 Chifley Square

Telephone: 0292492231

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