Welcome to our client portal.  If you need help, please get in touch with one of our team members.  Click the button below to access the portal and log in.  

Stevens & Co Financial Services

We're Growing!

We’d love to hire a local!

Job Title: Administration Assistant

 

Reports to: Senior Financial Planner / Practice Principal
Location: Level 1 /165 Long Street East, Graceville QLD 4075
Hours: 38 hours (Monday – Friday)
Salary: By negotiation

Are you an organised, detail-oriented person with a passion for administration?


We are seeking an enthusiastic and proactive candidate to fulfill the permanent position of Administration Assistant and first point of contact in our growing financial services practice in Brisbane.

This is an excellent opportunity to be part of a dynamic team, where you will play a key role in ensuring smooth operations and excellent service delivery to our senior financial planner and customers. For this reason, as additional employees are needed over time, it is anticipated that the position will evolve into a management position.

About Us

We are a well-established, professional financial planning and mortgage broking advisory business located in the inner western suburbs of Brisbane, offering a comprehensive range of financial services. Our focus is on providing our customers with personalised financial strategies with quality outcomes, through friendly, responsive service and enduring relationships.

We are hiring on capability and capacity, not experience in financial services. The role involves a very high volume of low-intensity actions (as described above) that require high attention to detail. Full training and support will be provided. The current employee in this role has been promoted and is available for training and ongoing support. (That employee started less than a year ago, outside of financial services).

This is underpinned by our core values which are integrity, respect, focus, teamwork and accountability in everything that we do.

Position Overview

We are seeking a positive and professional individual who can contribute to the culture and ethos of our office. While financial services experience will be appreciated, we will actively consider and train entry-level applicants from a non-financial services background that have the aptitude and the following desired attributes and experience.

As an administration assistant you will:

  • Manage diaries and meetings, including outbound calls, emails and bookings
  • Prepare documents and electronic systems for customer meetings
  • Prepare financial templates (e.g. Review templates)
  • Communicate over the phone and by email
  • Welcome customers as first point of contact (as required)
  • Use electronic filing and workflow systems (i.e. Trello)
  • Use Microsoft Word, Excel, Outlook, Internet Explorer, PowerPoint, and industry-specific software such as Platform Plus or XPlan
  • Prepare applications (e.g. Investment applications and forms, and personal insurance and home loan applications)
  • Process workflow and tasks (pre and post advice)
    Manage general administration tasks.

As an administration assistant, your capabilities will include:

  • High attention to detail (mandatory)
  • Highly organised, ability to plan, organise and prioritise tasks (mandatory)
  • Previous experience in the financial planning or mortgage broking industry (desirable). Other professional industries such as legal, accounting etc. will be considered.
  • Positive and flexible attitude
  • Effective communication skills, both written and verbal
  • Efficient in multi-tasking
  • Proactive and able to problem solve
    Able to work autonomously and complete tasks without supervision
  • Able to build relationships with staff and customers
  • Previous meaningful experience with financial planning CRM software (preferable)
  • Previous experience with and knowledge of product platforms/websites, FDS and insurance portals (e.g. Colonial First State FirstNet and insurance portals) (desirable)

The successful applicant will be required to work 38 hours per week, Monday to Friday, standard business hours. Remuneration is negotiable based on prior experience and the ability to undertake the key responsibilities of the role. Flexibility of start and finish times is possible, with limited ability to work from home, given the nature of the role. The office has ample street parking, is close to public transport, and we provide a friendly, supportive, and relaxed environment, great coffee, and free drinks in our office fridge.

If you are passionate about administration and possess a lot of the ‘capabilities’ attributes, we would love to hear from you!

Send Us Your Resume

Click Here to apply for the Administration Assistant position.