Admin Assistant with career path
Core
Administrative Assistant supporting accounting, financial planning, and mortgage broking teams with a clear career path into specialized roles.
Role type
Administrative Assistant (Financial Services)
Builds
Client correspondence, loan applications, CRM records, and office operations for a financial advisory firm.
Domain
Financial Services (Accounting, Financial Planning, Mortgage Broking)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
General admin & office operations, client correspondence, basic reconciliations, invoice allocation, loan application entry, CRM management, identity checks, scheduling, document filing
Preferred skills
Xero proficiency, accounting software familiarity
Technologies
Xero, Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Responsibilities
Answer calls and welcome clients, handle mail and filing, send client correspondence, assist with basic reconciliations and invoice allocation, enter loan applications, liaise with brokers and banks, prepare for client meetings, manage calendars, update CRM records, support identity checks
Seniority
Mid-level (3+ years experience)
