Administrative Intern

Administrative Assistant

Employment Type: 2-Month Contract (Potential for Full-Time Conversion)

We are looking for an organised, responsible and detail-oriented Administrative Assistant to support the daily operations of our financial advisory team.

You will work closely with our consultants and team leaders to manage documentation, coordinate administrative matters and ensure that day-to-day tasks are handled efficiently.

Key Responsibilities

• Prepare, organise and process client documents, forms and applications
• Assist with insurance policy servicing, claims documentation and administrative requests
• Track pending applications, outstanding documents and follow-up matters
• Maintain accurate client records, databases and internal trackers
• Coordinate appointments, meetings and schedules
• Handle general correspondence via WhatsApp, email and phone
• Prepare basic reports, spreadsheets and presentation materials
• Provide administrative support for team meetings and events
• Assist with other general administrative duties as required

Requirements

• Organised, meticulous and responsible
• Good communication and interpersonal skills
• Proficient in Microsoft Office and Google Workspace
• Able to manage multiple tasks and meet deadlines
• Comfortable working independently and as part of a team
• Willing to learn and adapt to new systems and processes
• Able to handle confidential information professionally
• Prior administrative experience is advantageous but not required
• No prior insurance or financial services experience necessary; training will be provided

Good to Have

• Familiarity with Canva, Google Sheets or digital filing systems
• Experience in administrative support or customer service
• Comfortable using AI tools and digital productivity applications

Employment Arrangement

This position will commence on a 2-month contract, with the possibility of conversion to a permanent full-time role based on performance, suitability and business requirements.

We welcome individuals who are looking for an opportunity to develop their administrative skills and grow with an expanding team.

Pay: $750.00 - $1,000.00 per month

Work Location: In person