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About the Role

Seeking an Advice Coordinator to join the Bridges Advice team, supporting Practice Leadership with operational and administrative tasks. This role offers internal talent the chance to broaden exposure within Advice and build capability across multiple business areas. The position involves providing coordination support for meetings, training, onboarding, events, and projects, with high visibility and opportunities for skill development and career progression within Advice. It is ideal for a professional seeking a friendly, supportive, and flexible environment.

Responsibilities

Coordinate meetings, training sessions, teleconferences and webinars including logistics and setup
Support presenters and manage training attendance, feedback and CPD accreditation
Assist Practice Leadership with premises and facilities management requests
Coordinate staff and client events including venues, RSVPs and attendee tracking
Draft and coordinate marketing requests and support event planning activities
Support onboarding and offboarding for employees and clients, including system setup and stakeholder coordination
Prepare documentation and manage client/adviser transitions and communications
Coordinate project activities including data collation and supporting IT rollouts

Requirements

Strong organisational and coordination skills with the ability to manage multiple priorities
Excellent verbal and written communication skills
Experience in an administrative or assistant role
Sound experience or interest in the financial planning/Advice sector
Advanced knowledge of Microsoft Office applications
Strong attention to detail and ability to follow processes
Proactive, solutions-focused mindset
Strong stakeholder engagement and collaboration skills
Reliable and accountable approach to work
Provide evidence of eligibility to work in Australia
Undertake police and basic credit checks as a condition of employment

Skills

Organisational skills
Coordination skills
Communication skills
Microsoft Office applications
Stakeholder engagement
Collaboration

Location

Sydney

Work Type

Flexible Working Hours

Experience Level

Administrative or assistant role experience
Experience in the financial planning/Advice sector

About the Company

Helping people do more with their money, from those starting out to those retiring.
Aims to create financial wellbeing for every Australian.
One of Australia's leading financial wellbeing organisations.
Focuses on helping people feel good about their money and working here.
Offers flexibility and opportunity.
Celebrates individual differences and what matters to employees.

Equal Opportunity

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.