Administrative Assistant – Career Path in Finance

About the role

We are seeking a motivated, detail‑oriented Administrative Assistant to support our accounting, financial planning and mortgage broking teams. This entry‑level position offers a clear pathway into specialised finance roles and provides study support for further qualifications.

Key responsibilities

• Serve as the friendly face and voice of the office: answer calls, welcome clients, handle mail and schedule meetings.
• Assist with basic accounting tasks such as sending client correspondence, performing simple reconciliations and allocating invoices in Xero.
• Support mortgage processes by gathering client documents, entering loan applications into aggregation software and liaising with brokers and banks.
• Prepare for financial planning meetings, manage the planner’s calendar and keep CRM records up to date.
• Help with client identity checks, maintain confidentiality and contribute to client relationship touches such as reviews and milestone cards.

Required profile

• Motivated and detail‑oriented.
• Willing to pursue further qualifications in accounting, financial planning or mortgage broking.

Required skills

• Experience using Xero accounting software.

What we offer

• Career growth opportunities within the firm.
• Study support and mentoring for further qualifications.
• Competitive salary range $65,000 – $80,000 per year.
• Collaborative, supportive team culture.
• Monday‑to‑Friday schedule 8:30 am – 4:30 pm with flexible options.
• Social events and team lunches.