Southport | Financial Services | Career Growth Opportunity An established financial services business in the Southport CBD is seeking a capable and motivated Administrator / Executive Assistant to work directly alongside the Director. This is a hands-on role supporting client workflow, operational processes and advice preparation. It’s ideally suited to someone early in their career who is looking to build long-term capability within a professional environment. The Role Working closely with the Director, you will: Manage diary coordination, appointments and confirmations Follow up clients to obtain outstanding documentation Reschedule meetings and maintain workflow momentum Extract client data from CRM systems and upload into internal platforms On-boarding of new clients and implementation of processes Verify accuracy of client information Send research requests to the advice team Attend meetings and take structured file notes when required Support the smooth day-to-day running of client processes About You You will ideally have 1–3 years’ experience within a professional services environment. Exposure to mortgage broking, financial planning, superannuation, real estate, accounting or similar, will be highly regarded. We are seeking a professional candidate that meets the following criteria: Highly organised with strong attention to detail Confident and professional when dealing with clients Comfortable working with CRMs and managing data Process-oriented and able to follow structured systems Proactive, reliable and willing to take initiative Motivated to grow your career over the long term What’s On Offer Direct mentoring and exposure to advice processes Modern Southport office location A genuine long-term career pathway Support to obtain RG146 (if required) This is an opportunity for someone capable and ambitious who wants more than a standard admin role — and who is ready to grow with the business over time. Please click on the link to apply. If you wish to have a confidential discussion before you apply, please call David Ford directly on 0414862979.
