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Business Support Co-ordinator at Award Winning Private Wealth Firm
VISIS Private Wealth
Part-Time

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. 

Business Support Co-ordinator at Award Winning Private Wealth Firm
VISIS Private Wealth