Client Services

Full Time 37.5 hrs/week (Mon – Fri)

Hales Douglass Financial Services is a growing financial advice firm with it’s own licence (non-bank aligned) and self-managed super fund ‘specialist’ accreditation. Our key services include superannuation & investments, retirement planning, wealth creation, life insurances, aged care advice and estate planning.

We require an all-round, experienced Administration Assistant, preferably with financial advice/superannuation admin experience (but not essential) to provide support to our Adviser and Admin team.

About the Role

Your responsibilities include:

  • Preparing client review documents
  • Processing new and existing client applications & amendments
  • Maintaining client files
  • Providing administration / PA support to the Advisers including scanning and filing, typing, processing mail and other correspondence and helping out as required.
  • Supporting Admin team members
  • Promoting a positive team environment

About You

To be successful in our team you will have very good client services skills, including the following:

  • Experience of at least 2 years finance/banking or complex office admin
  • High attention to detail and accuracy
  • Intermediate to advance skills in Microsoft office suite
  • Be motivated by administrative duties and financial information processing
  • Jump at the chance to help others
  • Learn quickly
  • The confidence to question where further information is required.
  • Financial advice and self-managed super admin experience preferred, but not essential.

We are after a great administrator. If you feel you suit the criteria, please apply by sending your CV and Cover Letter to by 4th December 2023.