Exciting opportunity to join a successful Financial Services firm in Sydney About the company: We are thrilled to collaborate with one of our longstanding clients — an esteemed and growing financial services firm currently on the lookout for an Administrative Assistant to join their team on a temporary and part-time basis. If you aspire to contribute to positive change, this opportunity is tailor-made for you This is a part-time role on a temporary basis (3-6 months) This is an excellent chance for an administrative professional to elevate their career and strengthen their skill set, positioning themselves for future success. Working in close collaboration with the Client Services Manager, this role not only provides fantastic variety but also offers the opportunity to hone your skills and advance your understanding of the industry. Day-to-day responsibilities: Working within the Financial Planning team to assist the Client Services Manager with the load of work coming up for the EOFY period and the transitioning to a new platform. This includes such tasks as: • Pre-completing super and investment applications. • Pre-completing account closure paperwork for clients • Compiling supporting documentation for applications from the digital filing system (identification, trust deeds, etc.). • Calling super funds and investment platforms to confirm details. • In the lead-up to 30 June, this would include contributions made so far, this financial year, etc. • Chasing outstanding insurance premiums. Ideal candidate profile: 2 years experience in a similar administrative role. Financial services exposure ideal but not essential Excellent communication and interpersonal skills. Capable of multitasking on projects/initiatives of various sizes and complexity. High level of attention to detail. Local to the Sydney CBD Do you want to develop those exceptional skills you already have along with expanding your skillset? For any enquiries relating to this role, please contact Xavier Corti. Email: xcortimjdrecruitment.com.au