Administration Officer

Administration Officer | Wealth Management | Brisbane CBD | Up to $75k + Super + Bonus

We're working exclusively with a well-regarded wealth management firm in Brisbane to find a talented Administration Officer to join their adviser support team.

This is a role for someone who loves admin. Not someone who sees it as a stepping stone to something else, but someone who takes real pride in being the person who keeps everything running smoothly. If you're the type who loves a well-organised calendar, a tidy task list and getting things done properly the first time, read on.

What you'll be doing:

• Providing day-to-day administrative support to a small team of advisers including account opening, client documentation, trade processing and general coordination
• Managing correspondence and phone overflow, acting as a key point of contact for clients and colleagues
• Preparing SOAs, order notifications and FoFA renewals
• Liaising with third party providers and share registries
• Keeping things running smoothly during busy periods and adviser leave

What we're looking for:

• Someone who loves admin work and takes pride in doing it well
• Outstanding communication skills with a warm, engaging and professional manner
• Highly organised with strong attention to detail and the ability to juggle competing priorities without dropping the ball
• A natural relationship builder who is energised by working closely with a team and building genuine connections with clients
• Prior experience in a fast-paced office, professional services or administrative role. Financial services experience is a bonus but absolutely not essential
• RG146 or willingness to work toward it would be well regarded

The right culture fit matters more than the right CV here, so if this sounds like you we'd love to hear from you.

For more info please reach out to Zac Smith | zac.smith@perigongroup.com.au | 0466 310 409