Administration Assistant

Administration Assistant
Location: Shepparton | Job Type:Part-Time | Onsite Training Provided

We are seeking a highly organised and detail-oriented Administration Assistant   to join our clients friendly and professional team. This role is ideal for someone who enjoys working in a structured environment, is confident with financial documents, and thrives on supporting others to deliver outstanding client service.

Key Responsibilities:

• Front desk reception duties and greeting clients
  
  
• Communicate effectively with Advisers and Paraplanners
  
  
• Manage client onboarding, including preparation of documentation (Xplan experience preferred)
  
  
• Prepare and manage client service agreements and gather necessary information
  
  
• Complete fund forms (manual and electronic)
  
  
• Process and manage investment-related workflows and advisor instructions
  
  
• Assist with portfolio administration, including issue resolution and reporting queries
  
  
• Confidently use online fund portals and Microsoft Office 365 suite
  
  
• Scan, file, and maintain confidential records accurately
  
  
• Respond to email enquiries in a prompt and professional manner
  
  
• Diary management and general administrative support
  
  
• Assist with Centrelink documentation and related tasks
  
  

What We’re Looking For:

• Previous experience running a small business is highly regarded
  
  
• Strong numeracy and comfort working with financial data
  
  
• Logical, analytical mindset with excellent attention to detail
  
  
• Professional presentation with a warm and team-oriented attitude
  
  
• Eagerness to learn new systems and business procedures
  
  
• Excellent written and verbal communication skills
  
  
• A “can-do” attitude and ability to work independently
  
  

Additional Information:

• Training will be provided onsite
  
  
• Proficiency in Microsoft 365 is essential
  
  
• Prior experience with Xplan is advantageous
  
  
• This position description is not limited to the duties listed; flexibility and initiative are key
  
  

If you’re a confident and capable individual looking for a rewarding administrative role in a supportive environment, we’d love to hear from you.