Admin Assistant | Work From Home

We’re Hiring: Admin Assistant!

Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment? We got you covered!

We are currently on the lookout for a new Admin Assistant to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role? Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually. Attach this together with your updated CV to become a priority applicant!

Schedule: Morning Shift

Job Description:

• Act as the first point of contact for clients, managing and triaging incoming emails and phone calls, responding to general enquiries, or escalating matters to advisers when required
• Manage ongoing client communications, including liaising with clients and insurance or investment partners
• Maintain and update accurate client records in AdviserLogic and the firm’s financial planning system (Xplan)
• Prepare for client meetings by organising digital files, documents, and virtual meeting materials
• Assist with client onboarding, including data entry, fact-find input, and setting up new client profiles
• Provide administrative support for advice delivery, including preparation of SOA/ROA documents, application forms, and related paperwork for insurance, superannuation, and investments
• Track implementation tasks, follow up on applications, and monitor pending provider or client responses
• Coordinate and schedule client meetings, follow-ups, calls, and maintain calendars and reminders
• Deliver ongoing client service support and liaise with external providers as required

Qualifications and requirements:

Required:

• 2–5 years’ experience working in an Australian financial planning or insurance company
• Previous experience working directly with a financial adviser
• Strong CRM experience using AdviserLogic or Xplan
• Excellent verbal and written English communication skills
• Strong organisational skills, attention to detail, and ability to manage multiple priorities
• Ability to work independently in a remote environment and meet deadlines

Nice to Have:

• Experience with investment platforms

Non-negotiable skills and requirements:

• 2–5 years’ experience working in an Australian financial planning or insurance company
• Previous experience working directly with a financial adviser
• Strong CRM experience using AdviserLogic or Xplan

Perks & Benefits (Work From Home):

• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
• Flexible leave credits which may be used for vacation, emergency and sick leaves
• Quarterly perks boxes for WFH staff, offering groceries and snacks to keep you fueled Superb and exciting Mid-Year Parties – with items to give away and cash prizes!
• Endless opportunities for career advancement
• Annual Performance Review with Salary Increase
• We set you up for success with a company-provided PC/Laptop and fiber internet connection
• Tech-on-wheels Support
• Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
• International career growth and connections
• Unlimited cash incentives for hired referrals
• Mental Wellness Employee Assistance program through Lifeworks
• In-house psychiatrist available to support employees' well-being
• Become part of the Employee Share Units program
• Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc.

Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We're passionate about creating a work environment that fosters your professional growth and overall well-being.

• Award-winning Culture: We're committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition
• Invest in You: We support your development through comprehensive training programs, mentoring and opportunities for career advancement
• Thrive as an Individual: We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment.

**To become a priority applicant, please share a 1-2 minute video introduction detailing you experience in this specific role. You can upload your video to the CSJobs platforms. Please use a clean, distraction-free background and speak clearly and articulately.**