Junior Administration Assistant

Job Description

JUNIOR ADMINISTRATION ASSISTANT – Financial Planning Office

About Us:
Brown & Bird Financial Planning has been offering quality financial planning solutions to clients for over 30 years. We pride ourselves on delivering expert advice and exceptional customer service. As we continue to grow, we are looking for a Junior Administration Assistant to join our dynamic financial planning office.

The Role:

As a Junior Administration Assistant, you will provide vital support to our team, ensuring the smooth day-to-day operation of the office. This entry-level role is perfect for someone eager to develop their administrative skills in a professional environment.

Key Responsibilities:

  • Assisting with general office administration, including filing, data entry, and document preparation

  • Managing incoming calls and emails, directing inquiries as needed

  • Scheduling appointments and maintaining calendars

  • Supporting the financial planning team with client documentation and follow-ups

  • Handling mail, office supplies, and general office upkeep

  • Providing excellent customer service to clients and visitors

About You:

  • Strong attention to detail and organizational skills

  • Excellent communication and interpersonal abilities

  • A proactive and positive attitude with a willingness to learn

  • Proficiency in Microsoft Office (Word, Excel, Outlook)

  • Ability to work effectively both independently and as part of a team

  • Prior administration experience is a plus but not essential

What We Offer

✨Supportive team environment with opportunities for growth

✨On-the-job training and career development in financial services

✨Competitive salary based on experience

✨A professional and friendly workplace

How to Apply:
If you’re passionate about customer service and enjoy working in a dynamic environment, we’d love to hear from you! Please submit your resume and cover letter to kirsty@brownbird.com.au. Applications close Monday 12th May 2025.

Check us out at www.brownbirdfp.com.au