Where will you be working … Located on the CBD fringe with views of the city. You will be working in beautiful offices with a great company culture! This is an outstanding opportunity for someone to join the team who love what they do! What you will be doing We are looking for a reliable and detail-oriented administrator to join our financial planning team. This role focuses on preparing client review materials, managing compliance documentation, and supporting advisers and associates with high-quality administration. You will help ensure a smooth and professional client experience. Duties include: Create and update client review packs and PowerPoint presentations Compile supporting documents, reports, and investment summaries Assist with meeting scheduling and coordination Prepare and maintain annual compliance paperwork for clients Ensure client files are complete, accurate, and up-to-date in CRM Help maintain compliance with advice documentation requirements Assist with client onboarding, updates, and service requests (withCSO) Support general administration tasks to ensure advisers are fully supported Monitor workflows and assist with task tracking What's in it for you not only will you be a part of a high performing group of like-minded people, but you will be joining a culture that is like no other. This boutique office has a roof top area overlooking the gorgeous city, where they tend to mingle on a Friday afternoon to unwind. Work from home options plus many other benefits are available with this part time role. To be Successful… Strong PowerPoint and document preparation skills Previous experience in financial services administration preferred High attention to detail and accuracy Ability to manage multiple tasks and meet deadlines reliably Excellent communication skills (written and verbal) Strong organisational skills and a team-first attitude Proficient with CRM systems and Microsoft Office suite Apply today!