Administration Officer (Part-Time)

Previous administration experience required. Financial planning experience required. Strong understanding of superannuation, investments, and insurance administration (advantage). High attention to detail with excellent organisational skills. Experience with Xplan required. Strong written and verbal communication skills. Ability to manage competing priorities and meet deadlines. Professional, positive and proactive approach. Reliable and self-motivated. Excellent problem-solving ability. Confidentiality and integrity in dealing with sensitive information. Team-oriented with a willingness to assist wherever needed. Commitment to ongoing learning in financial services compliance and systems.

Manage daily office operations including mail, emails, and phone inquiries. Maintain digital filing systems in line with ASIC and licensee requirements. Coordinate calendars, internal meetings, and staff schedules. Accurately enter and update client information in the CRM (Xplan). Maintain up-to-date records of client documents, compliance notes, and task workflows. Prepare and manage internal compliance documents. Assist with collection of client identification (KYC), fact finds and supporting documents. Liaise with product providers for administrative requests. Process new business submissions and implementation tasks following adviser instruction. Generate non-advice reports and prepare documents for adviser use. Respond to general client queries relating to paperwork status, appointment scheduling, and document requests. Maintain knowledge of AFSL and ASIC administrative requirements.