Smart Happy Money administrative assistant position.

 

JOB DESCRIPTION

 

Smart Happy Money is a growing Financial planning business based in Bayswater. Our focus is on providing quality holistic advice to clients with ethical investing in mind. We need an administrative support team member to help us grow and manage client communications and administration for para-planner and adviser.  Your task is to ensure that processes are completed in a timely and efficient manner.  Tasks may include, taking phone calls, booking appointments, managing the creation and sending of FDSs and OPT INs, managing incoming and outgoing paperwork, other office and administrative work (scanning, note taking, coffee/tea for meetings etc.) Task will also include working on and supporting the team with special projects where appropriate.

 

Applicants must be eligible for the Federal Government Job Maker employment program.

 

JOB TITLE:  Administrative assistant 

 

JOB TYPE: Part Time: 20 Hours per week.

 

LOCATION: Smart Happy Money offices, Bayswater Vic. 

 

MAIN DUTIES/RESPONSIBILITIES: 

 

• Supporting client needs

• Reception duties

• Administration duties

• Supporting Smart Happy Money staff

• General office duties

• Maintain a clean and safe workspace, and abide by workplace health and safety policies and procedures

• Other tasks as directed 

​

​

SKILLS & EXPERIENCE 

Skills and Proficiencies:  

 

• Good typing skills

• Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint and Outlook]

• Adaptive to changing regulations and processes.

• Proficient use of various software platforms

• Willingness to learn and undertake new software training.

• Excellent verbal and written communication

• Organised and able to meet deadlines

• Works well in a team environment

• Can work independently & as part of a team

• Shows initiative and takes ownership of own work

 

Experience: 

• Previous experience in administrative role preferred. 

 

PERFORMANCE GOALS: 

 

• Complete administration tasks efficiently and professionally

• Deal with clients, other employees professionally at all times 

• Increases office efficiency

• Able to work in a high pressure environment

• ​

For further information, please email info@smarthappymoney.com.au