About Us 

• Trusted and established Mid Sized company - Poole Group Wealth

• Diverse role with pathway for career development

• Head office in a great location on the Sunshine Coast at Birtinya

Due to our ongoing growth and dynamic culture, we are seeking a full time administration officer to join our fantastic Client Services Team. 

The Opportunity

We currently have an exciting full-time opportunity for a motivated and experienced Administration Officer to join our team in our expanding business! The role will be responsible for delivering the highest quality service to our clients and in addition to providing high level support to our Advisers and Management Team.

Whether you are a career administration officer/CSO, or someone who is looking for future career progression, if you have prior experience in the Financial Planning sector, we want to hear from you. 

The Role & Responsibilities:

• CRM management (Adviser Logic experience highly regarded)

• Support to the Advisers

• Scheduling client meetings

• Organise and prepare review documents for client meetings

• Management of the administrative duties for the onboarding of new clients and review of existing clients

• Liaise with clients and appropriate external agencies when required

• Efficiently manage your workflow by working to deadlines and meeting individual KPI’s

• Fielding and directing enquiries from a diverse range of customers on sensitive and confidential matters

• Other tasks as required

Desired Skills & Attributes:

• Attention to detail

• Excellent administration and organisational skills

• Ability to liaise with external and internal parties in a professional and friendly manner

• Strong communication skills both with internal colleagues and external parties 

• Willingness and enthusiasm to learn

• Proactive attitude

Experience in the following will well considered:

• Experience in the Financial Planning sector

• Experience using Adviser Logic

• Experience using Microsoft Office suite

Salary will depend on Experience and Part time or Full Time applicants will be considered. Please only apply for this role if you have had office experience in financial services. Candidates for administration can expect a salary range of $60,000 to $65,000 per annum incl superannuation (FTE) based of previous administration experience.