Administrative Assistant

Previous administration experience Financial planning experience required Strong understanding of superannuation, investments, and insurance administration (advantage) High attention to detail Excellent organisational skills Experience with Xplan 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 Team-oriented Commitment to ongoing learning

Manage daily office operations Maintain digital filing systems Coordinate calendars and schedules Assist with client onboarding/offboarding (admin tasks) Enter and update client information in CRM (Xplan) Maintain client records and compliance notes Prepare internal compliance documents Assist with KYC and fact-finding document collection Liaise with product providers for administrative requests Track applications and implementation status Process new business submissions Generate non-advice reports Prepare documents for adviser use Respond to general client queries (admin-only) Maintain knowledge of AFSL and ASIC administrative requirements