Half-Day Administrative Assistant – Financial Advisory Practice

SUMMARY:
A well-established financial advisory practice seeking a reliable and detail-oriented Administrative Assistant to join our team on a half-day basis.
This role is ideal for someone who is highly organised, professional, and comfortable working in a structured, client-focused environment.

POSITION INFO:
Minimum Requirements

• Previous administrative experience (experience in financial services will be advantageous)
• Strong organisational and time management skills
• High level of attention to detail and accuracy
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Strong written and verbal communication skills
• Ability to handle confidential information with discretion
• Key Responsibilities
• Provide day-to-day administrative support to financial advisors
• Manage client records and maintain accurate filing systems
• Handle client communication (email and telephone) in a professional manner
• Assist with document preparation and compliance-related administration
• Liaise with service providers and internal stakeholders where required