Administration Assistant

We are looking for an Administration Assistant to join our team!

My Online Adviser was established in 2019 with the goal of becoming the leader in the financial planning sector.  We provide comprehensive advice in an uncomplicated manner, ensuring our clients are educated and thus empowered financially.

Leveraging technology gives us the ability to deliver advice promptly, a crucial aspect in today’s fast-paced world.  We feel this is what sets us apart from other peer industry professionals.

We have also been awarded the 2022, 2023, 2024 and 2025 Product Review Awards for Financial Services, and aim to, with the continual positive feedback from our clients, receive many more.

We strive to provide a top-tier service to our clients, and in turn, provide our staff with a wholesome and gratifying work culture.

Our team is bursting with high performing, outgoing individuals.  We work collaboratively to drive the success of the business.

POSITION DESCRIPTION

• Assisting the team with general administrative duties
• Actioning of physical and electronic mail
• Corresponding with clients and superannuation funds to obtain necessary documentation to complete tasks
• Updating client information on our CRM, super and insurance portals

REQUIRED SKILLS

• Service orientated with excellent communication skills
• Reliable, hardworking and self-motivated
• Excellent attention to detail, ability to think on your feet and problem solve
• Basic computer skills

WHAT WE OFFER

• Flexible working arrangements
• Autonomy in your role
• Energetic and friendly work environment
• Ongoing training and development
• Regular team-building activities and events

If you are looking for the next step up in your career while being a part of a motivated modern workplace that embraces innovation and strives to help everyday Australians, then please apply now.

Only shortlisted applicants will be contacted.