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Administrative Assistant

Job Description

The Administrative Assistant will be responsible for processing financial and client data, handling administrative tasks, and ensuring compliance with financial regulations. This role plays a critical part in supporting the front-office team by managing back-end operations efficiently and accurately.

Job Title

  • Administrative Assistant

Work Schedule
  • Day Shift
Job Qualifications/Requirements
  • 1-2 years of experience in an administrative, data processing, or financial services role (experience in SMSF administration is highly desirable but not essential).
  • Very strong written English skills, with the ability to communicate professionally in internal and external correspondence.
  • Excellent attention to detail, with a strong focus on accuracy and compliance.
  • Proficiency in CRM systems and financial platforms (experience with Asana and Google Suite or similar is advantageous).
  • Ability to create and follow company workflows to ensure efficient and consistent task execution.
  • Strong problem-solving skills to identify and resolve discrepancies.
  • Team-oriented mindset, with the ability to collaborate effectively with internal stakeholders.
Job Responsibilities
  • Accurately enter, update, and maintain client and financial records within company systems.
  • Review and validate documents to ensure completeness, accuracy, and compliance with regulations.
  • Assist in processing SMSF-related transactions, rollovers, and compliance documentation.
  • Identify discrepancies or missing information and take corrective actions.
  • Maintain accurate records in CRM software and financial platforms (experience with Asana and Google Suite is advantageous).
  • Provide administrative support to sales and client-facing teams to streamline operations.
  • Liaise with internal teams and external third parties to ensure smooth processing of client requests.
  • Manage workload efficiently to meet deadlines and support business operations.

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.

Good luck and God Bless!