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Adviser Assistant

Flexible working | Career development | Supportive team

We are seeking a motivated and detail‑focused Adviser Assistant to provide essential administrative and operational support to our advisers and clients. This is an excellent opportunity for someone looking to build a long‑term career in financial services/insurance broking within a supportive and professional environment.

About the role

As an Adviser Assistant, you will support advisers with client administration, documentation, and communication, helping deliver a high standard of service while building and maintaining strong client relationships.

Location

Ideally based in one of the following locations:

• Colac
• Melbourne
• Mildura

However, we are open to other locations for the right candidate.

Key responsibilities

• Providing administrative and operational support to advisers
• Preparing and maintaining client files, records and correspondence
• Managing client enquiries and acting as a key point of contact
• Assisting with policy / advice documentation, renewals and updates
• Supporting claims or service requests and liaising with stakeholders
• Ensuring compliance with internal processes and regulatory requirements
• General office and diary administration as required

About you

• Strong administrative and organisational skills
• Excellent communication and customer service abilities
• High attention to detail and accuracy
• Confident using Microsoft Office (Word, Excel, Outlook)
• Ability to manage multiple tasks and meet deadlines
• A positive, team‑focused attitude and willingness to learn
• Experience in financial services, insurance or professional services is desirable but not essential

What we offer

• Flexible working arrangements (3 days in‑office)
• Option to work a 9-day fortnight
• Supportive and collaborative team culture
• Ongoing training and professional development
• Career progression opportunities for the right candidate
• A role where your contribution genuinely makes a difference

How to apply

If you’re organised, proactive and looking for a role where you can grow and develop, we’d love to hear from you.