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Stevens & Co Financial Services

We're Growing!

We’d love to hire a local!

Are you seeking an entry-level role in financial services?


We are seeking an administration assistant/manager to support our growing financial services firm. Do you love admin? Everything in its place? You would like to work in a positive and team-orientated small business? Keep reading.

Administration Assistant - Support Senior Financial Advisor and Associate

Graceville, Brisbane QLD
Administrative Assistants (Administration & Office Support)
Full time
$60,000 – $70,000 per year

About the Role - Full or Part Time available:

The Role Requires:

  • Diary management including outbound calls to book meetings
  • Communicating over the phone, email and fax
  • Use of electronic filing system
  • Use of Microsoft Word, Excel, Outlook, Internet Explorer, PowerPoint, and industry-specific software XPlan
  • Preparation of financial templates such as Review templates and associated document
  • Preparation of Applications (eg Investment applications/forms,
  • Personal Insurance applications, Home Loan Application preparation)
  • Processing workflow and tasks (pre and post-advice)
  • General administration tasks
  • Kindness and courtesy to your colleagues and our clients

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).

Benefits and Perks:

  • Positive and encouraging work environment (yes, seriously!)
  • Learning and development encouraged
  • Variety of financial services admin (as we undertake financial planning and mortgage broking services)
  • Work directly with experienced financial planning professionals
  • Great coffee

Skills and Experience

Your Capabilities:

  • High attention to detail (Mandatory)
  • Previous experience in the Financial Planning or Mortgage Broking Industry (Preferred)
  • Positive and flexible attitude
  • Good communication skills, both written and verbal
  • Highly organised, ability to plan, organise and prioritise tasks (Mandatory)
  • Efficient in multitasking
  • Proactive and able to problem solve
  • Able to work autonomously and complete tasks without supervision
  • Able to build relationships with staff and clients
  • Previous experience with and knowledge of product platforms/websites, Insurance Portals (eg. Colonial First State FirstNet, Comminsure Portal) would be preferred but not mandatory
  • Previous marketing skills (eg Facebook, Letter writing, Google Ads etc) (Advantageous)

Employer questions

Your application will include the following questions:

  • Which of the following statements best describes your right to work in Australia?
  • Do you have experience in administration?
  • Which of the following Microsoft Office products are you experienced with?
  • What's your expected annual base salary?
  • Do you own or have regular access to a car?
  • Do you have experience using Microsoft Excel?
  • How much notice are you required to give your current employer?

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