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Administrative Assistant

Job Description

Kelly + Partners Sydney CBD is seeking two high-caliber Administrative Assistants to join our Wealth Management team. We are looking for proactive, detail-oriented professionals who can operate with a high degree of autonomy.

Following a brief one-week training period, you will be responsible for managing critical backend operations for our clients. We are specifically looking for one specialist to focus on Insurance Administration and another to focus on Investment Advice Operations & Admin.

Job Title

  • Administrative Assistant

Work Schedule
  • Day Shift
Job Qualifications/Requirements
  • Communication & Language:
    ● Exceptional English Proficiency: Must have clear spoken English and high-level professional writing skills for client-facing documentation.
    ● Active Communication: Ability to provide updates and collaborate effectively in an on-site environment.
  • Technical Proficiency:
    ● Microsoft Office Suite: Advanced knowledge of Excel (data management),
    PowerPoint (presentation decks), Word, and Outlook.
    ● CRM Experience: Proficiency in Monday.com or similar project management/CRM software.
    ● AI Literacy: Familiarity with Claude or other AI tools is considered a significant advantage.
  • Core Competencies:
    ● Autonomy: Proven ability to work unsupervised and manage your own workflow efficiently.
    ● Attention to Detail: Zero-tolerance for errors in financial and insurance documentation.
    ● Work Ethic: A self-starter attitude with a focus on completing tasks accurately and ahead of schedule.
Job Responsibilities
  • Documentation & Compliance: Accurately filling in account opening forms, engagement letters, and insurance application forms.
  • Reporting: Compiling professional investment review packs using PowerPoint and PDF tools.
  • Data Management: Managing client files with strict attention to detail and performing data entry in Excel.
  • Insurance Admin: Supporting the lifecycle of insurance policies and related administrative tasks.
  • Workflow Tracking: Utilizing Monday.com to manage tasks and ensure no deadline is missed.

To Apply, please create your profile at app.wrkpod.com for your application as this is part of the new application process, and click this link for the job details: here

All successful applicants will be stationed in our office at DUMAGUETE CITY, OR ILOILO CITY. 

Good luck and God Bless!