Finance Assistant


Finance Assistant

Contract Type:

Full Time

Location:

Melbourne - VIC

Industry:

Admin / Secretarial / Office Support

Salary:

70000 - 75000

Reference #:

3948443

Contact Name:

Contact Email:


Contact Phone:

Date Published:

28-Jul-2025

Job description

We are super excited to be recruiting for a  financial planning organisation  who offer full flexibility in terms of working arrangements and pride themselves on their family-like culture! These guys have been around for the last 20 years and pride themselves on the clever product and exceptional level of service they provide their customers from all over Australia.

What’s in it for you?

- Fully WFH position -
 hello work-life balance!
The  freedom  to help out with school pickup/drop off with flexible working hours!
$70,000 - $75,000 + Super
Second to none  workplace culture
- Annual incentive trips - the team loved visiting the  beaches of Bali  last year!
- Opportunity for invaluable life experiences working in  financial planning!

More About the Role

This role will involve assisting existing customers with their financial requests. A busy, fast-paced role which is predominately email-based, will require adequate computer skills and a high level of attention to detail. Working amongst a supportive team, you will be given all the training you need to ensure you’re ready to hit the ground running.

Key Requirements

- A ‘no job is too big or small’ work ethic
- Experience working within the financial industry is advantageous
- Computer skills, proficiency in Microsoft Office, Gmail and Outlook
- CRM experience preferred, particularly Hubspot
- A sense of humour and good attitude is a must!



If this sounds like an opportunity you can't miss on - please APPLY NOW! If you have any questions please shoot Marcus an email - marcus@smaart.com.au
APPLY NOW
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