Financial Planning Admin Assistant - Bell Partners


DepartmentWealth Creation
LocationSydney, NSW
  • Vibrant & Friendly Workplace Environment
  • Financial Planning Pathway
  • Outstanding Clients

 Our Bell Partners Wealth Creation Sydney team is currently looking for a Financial Planning Administrative Assistant to join their dynamic team.

This is a fantastic opportunity for a confident candidate who is bright, charismatic, enjoys dealing with people and is looking for both personal and professional development.

The opportunity;

  • Working alongside young and dedicated individuals who are also starting their career progression in Financial Services
  • You will have the opportunity to get your foot in the door at ground level with plenty of opportunities to learn and grow
  • Be part of highly energetic, fun and dynamic team with a common goal and focus.


  • You will be responsible for the day-to-day support of the Financial Advisory team and advice associates
  • Proactive diary management
  • Liaising with Institutions and Investment houses
  • Communication with internal teams & co-ordination of client information
  • Communicating with clients as and when required
  • Coordinate team events
  • Supporting and encouraging other team members by actively displaying positive team and organisational behaviour

The ideal candidate should possess;

  • Willingness to learn and high level enthusiasm
  • Relevant experience is ideal
  • Excellent oral and written skills
  • MS Office knowledge
  • Attention to detail
  • Well organised and able to deal with multiple tasks
  • Punctual and reliable
  • Very well presented
  • Highly motivated
  • Service orientated

Start your career now in this Award Winning Firm, located in the ultra-modern offices on King Street Wharf in the CBD.

If you believe you are suited to join our organisation we’d be interested in hearing from you.

We are now taking applications for an immediate start.

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  • Accepted file types: pdf, doc, docx, Max. file size: 128 MB.
  • Accepted file types: pdf, doc, docx, Max. file size: 128 MB.
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