Administration Assistant

Core Wealth Group is a professional financial services businesses covering Financial Planning and Lending services, with established client bases located on the northern side of Hillarys Marina. We have an exciting opportunity for a Administration Assistant to join our dynamic and friendly team.

This role is ideal for someone with some administration experience who is looking to grow their skills across both businesses and build a long-term career within the financial services industry. You will be supported to develop your skills and knowledge, with the opportunity to progress into a Financial Planning Client Service Assistant role as your experience grows.

To be successful in this role, you will have a minimum of 2 years' administration experience, a positive attitude, strong attention to detail and a willingness to learn. We are looking for someone who enjoys helping people, takes pride in their work and is eager to grow within our business.

Working in a small to medium business environment with a high performing team, your key responsibilities will be split across both organisations (Core Wealth Financial Planning and Core Wealth Finance) and include, but are not limited to:

General Administration

• Meeting and greeting clients in a professional and friendly manner

• Preparing tea, coffee and refreshments for clients and visitors

• Appointment setting and diary management

• Managing stationery and office supply orders

• Working closely with other members of the team whilst having the ability to work autonomously

• Providing other general administrative and client service responsibilities as required

Core Wealth Financial Planning

• Processing forms and administrative paperwork

• Maintaining accurate client records and databases

• Liaising with internal and external stakeholders

• Providing administrative support to advisers and other team members

• Assisting in the preparation of information and documentation for client meetings

Core Wealth Finance

• Providing administrative support to brokers

• Track loan progress and follow up requirements

• Monitor loans through approval and settlement stages

• Coordinate with lenders and clients to meet settlement deadlines

• Prepare settlement and post-settlement documentation

The ideal candidate will have the following minimum requirements to be considered for the role:

• Minimum of 2 years experience in either an Administration or Client Service Assistant Role. 

• Highly proficient with Microsoft Office, primarily Word and Excel.

You will have excellent communication skills, both verbal and written. Your attention to detail will be of a high level and you will have the ability to multitask, prioritise competing demands and work autonomously.

You will have a strong commitment to providing exceptional client service and will enjoy being part of a collaborative team environment. Core Wealth prides itself on our core values of Care, Commitment, Community, Doing the Right Thing and Doing Things Right, and it is imperative that you are able to resonate with these values.

Remuneration will be tailored to the experience of the applicant, plus other benefits offered such as a gym membership. This is a fantastic opportunity for a Junior Administration Assistant to join our friendly team in a diverse and rewarding role.

To apply please email your CV in confidence to *****@corewealthfp.com.au or phone 6243 3700 and ask to speak with Melanie Heidke..