Administration Assistant (2-Month Contract)

Description:

As an Administration Specialist, you will play a pivotal role in ensuring the accurate and efficient input of financial information into various systems. The Admin Specialist will have strong attention to detail, organisational skills, and a desire to contribute to the seamless functioning of wealth management processes for customers. You will collaborate closely with other administrative roles, financial planners, quality assurance and the operations manager.

Key Accountabilities

• Accurate Data Entry:

• Manually download and input financial data and client information into designated systems with a high degree of accuracy.

• Conduct regular reviews to identify and correct discrepancies in entered data.

Key Responsibilities

• Testing & Quality Control – Review and verify accuracy of entered data to prevent errors. Participate in testing activities related to system enhancements and ensure adherence to data security and privacy policies. Actively re-run models to ensure accurate production of statements of advice (SOAs).

• Communication – Liaise with internal teams to address data-related inquiries and provide support as needed. Collaborate with other administrative roles to streamline communication channels and improve overall operational efficiency.

• Process Improvement – Identify opportunities for process improvement in data entry and system maintenance. Contribute to the development of standard operating procedures for wealth administration tasks.

• System Maintenance:

• Ensure the integrity and cleanliness of data in various systems, performing routine checks and updates, as necessary.

• Collaborate with Quality Assurance, Financial Planning team and the Operations Manager to troubleshoot and resolve system-related issues.

• Documentation and Record Keeping:

• Maintain comprehensive and organised records of all entered data, transactions, and client interactions.

• Generate reports and summaries as required to support audits and internal processes.

Capabilities

• Strong computer literacy skills with demonstrated ability to input and review data and records efficiently with a high level of accuracy.

• Effective communication skills to collaborate with internal teams and address inquiries.

• Organisation and time management skills to establish priorities and meet deadlines.

Experience & Qualifications

• Previous experience in technical administrative roles, entry, including a data entry and data quality component.

• Microsoft office and Adobe skills including with respect to work processing, spreadsheets, and presentations.

• Previous experience in a start-up type environment requiring initiative and teamwork.