Administration Assistant

Objectives of the Role:

The objective of this role is to provide administrative, client service, and compliance support to ensure the firm operates efficiently and delivers high-quality client experience.

Main Duties and Responsibilities:

• Respond to client queries or direct them to the appropriate team member.
• Maintain a professional and positive client relationship and provide exceptional service.
• Maintain accurate client records within CRM/practice management systems (e.g., Xero Practice Manager & Adviser Logic)
• Ensure documents are stored and archived according to firm policy and regulatory requirements.
• Administration assistance as required

Skills & Experience:

• Exceptional emailing and typing/writing skills
• Strong organisational and time-management skills.
• Excellent written and verbal communication
• High attention to detail and accuracy.
• Ability to handle co...