Administration Officer

Description:

SWA Financial Planning is a leading independent financial planning firm in Australia, committed to providing our clients with exceptional financial advice and services.

We currently have a position available for an Administration Officer to join our Adviser Assistant team. We will consider both part time and full time applicants with our primary objective being to get the right candidate to join our growing team.

Working as part of a broader Administration team the duties will include:

• Updating client investment portfolios within our proprietary Client Maintenance System.
• Preparing portfolio valuations for clients.
• Attending to client and fund manager queries and assisting in implementing client financial plans.
  
  

To be successful in this role you will need to have the following attributes:

• Excellent numeracy and analytical skills.
• Display an exceptional client service focus.
• Thrive working in a team based environment.
• Possess a critical eye and attention to detail.
• A willingness to adapt to change and to keep up with technological advancements.
  
  

You will have competent IT skills, including intermediate to advanced skills in Microsoft Word and Excel. The successful candidate should have a completed university degree or relevant TAFE qualification. Previous experience in an administration role, preferably in financial services is desirable.

Please email your application, addressed to the Personnel Manager, at ****@swafinancialplanning.com.au by Friday, 25th of July 2025.