Administration Assistant

Great entry level into the Financial Services Industry, Mentoring by experienced staff, Easy access to Springwood CBD.

Administrative Assistant     OFFICE JUNIOR TRAINEE

We are a full-service Financial Planning Practice, based in Springwood, (Qld), for the last 25 years. We provide Financial advice to people on Superannuation, Retirement, and Insurance strategies.  

Due to our business growth, we are now seeking a very motivated and professionally presented young person to join our company as an Administrative Assistant and be mentored in developing sound Office Based skills within the Financial Services Industry.

Reporting to the Office Manager, your duties will include, but not limited to the following:

  • Attending to the reception of our clients, both personally and on the phone
  • Preparation of Financial Plans and Applications
  • Lodgement and follow up of applications
  • Scanning, photocopying, printing, data entry, file set up and filing.
  • Assisting the Office Manager and Financial Planners where needed.


The role requires diligent time management, great communication skills, strong administrative skills, client confidentiality and attention to detail. An important aspect of this role is to contribute to a positive, client focused, results-based culture, all within a supportive work environment where people want to come to work.  Please note that this is initially a 12 month contract that may be extended to the right candidate. 

27/07/2020 $0 Brisbane 1 Administration & Office Support
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