Business Support Co-ordinator at Award Winning Private Wealth Firm
vor 17 Stunden
Business Support Co-ordinator at Award Winning Private Wealth Firm Part-time or Full-time considered for the right candidateStart an exciting new opportunity in early 2026 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 is your chance to play a pivotal role in driving operational excellence and shaping the future of our business systems and processes. Reporting to the Practice Manager, you will provide essential support across day-to-day operations, compliance, and project coordination. You’ll collaborate with stakeholders to improve efficiency, manage documentation, and contribute to innovative solutions that enhance client experience. What you will be doing Deliver day-to-day business and administrative support 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 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 (desirable) Excellent communication and time management skills High attention to detail and ability to multitask Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) 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? This role commences early 2026 – secure your spot now Apply now with your resume and a brief cover letter outlining your experience and interest in the role. Application Questions Your application will include the following questions: Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a support coordinator? Which of the following Microsoft Office products are you experienced with? How many years' experience do you have in a wealth management? Do you have Xplan experience? Do you have any experience in process mapping or using process mapping software? #J-18808-Ljbffr
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