One of Australia's premier wealth management firms
Collaborative, client focussed culture
One of Australia's premier wealth management firms
Collaborative, client focussed culture
About the Role
VISIS Private Wealth, an award-winning financial services firm, is seeking a detail-oriented and proactive Business Support Co-ordinator to join our Brisbane team. This role is ideal for someone who thrives in a dynamic environment and enjoys driving operational excellence through smart systems and process improvements.
Reporting to the Practice Manager, you will play a key role in supporting day-to-day business operations. Your responsibilities will include providing administrative support, assisting with process mapping and documentation, supporting compliance and reporting activities, and collaborating with stakeholders to improve operational efficiency.
You’ll also lead the creation and management of our SharePoint intranet, ensuring documentation and resources are well-organised and accessible.
This is a part-time position for 3 days per week, with scope to increase.
What you will be doing
Provide day-to-day business and administrative support across business
Assist with process mapping and documentation of procedures
Support reporting and compliance activities
Collaborate with stakeholders to improve operational efficiency
Contribute to project coordination and implementation
Creation of SharePoint intranet
Manage and maintain documentation and resources in SharePoint
What You’ll Bring
Experience in a business support or administrative role
Strong working knowledge of Xplan (desirable)
Familiarity with process mapping tools and techniques
Proficiency in SharePoint
Excellent communication and time management skills
High attention to detail and ability to multitask
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Strong working knowledge of PowerBI (desirable)
Experience in financial services or professional services (desirable)
Why Work With Us?
At VISIS Private Wealth, we are committed to providing our employees with a rewarding and fulfilling work environment. Our Part-time Business Support Co-ordinator role offers a competitive salary, opportunities for professional development and a range of other employment benefits.
About Us?
VISIS Private Wealth is a leading wealth management firm in Brisbane, Queensland, providing comprehensive financial planning, investment, and advisory services to our diverse client base. With a strong focus on client service and a commitment to ethical business practices, we have built a reputation for delivering exceptional outcomes for our clients. Join our talented team and be a part of our continued growth and success.
Ready to make a difference?
To be considered for this role email ptanner@visis.com.au
Apply now with your resume and a brief cover letter outlining your experience and interest in the role.