Administration Assistant - Financial Planning
EARN $60,000 - $65,000 pa + Super Negotiable on Experience
Established & Highly Respected Financial Planning Firm
Full-Time Role with Flexible Hours Immediate Start
About The Company
Our client was established in 1999 and are a trusted financial planning firm based in central Cleveland. They have a strong belief that their employees are their greatest asset and ensure their clients receive the best possible service at all times.
The collective group delivers solutions and advice on all aspects of financial planning, retirement strategies, superannuation and personal risk insurance.
About The Opportunity
Due to the recent restructuring of their financial planning and insurance business, they are now looking for a Financial Planning Administration Assistant to join their company in Cleveland, QLD.
Reporting to the Director some of your responsibilities will include :
- Diary management for the advisor
- Answering all incoming calls from clients and professional contacts
- Liaise with fund managers and internal departments with client queries
- Contact clients to arrange meetings and prepare the advisor
- Preparation of records of advice
- Implementing client recommendations
- Administration of Xplan database and client portfolios
- Assisting with client seminars, general housekeeping and office duties
About You
The successful candidate will have :
- Previous experience in a similar administration-based role
- Experience or knowledge of the Financial Planning industry
- Strong computer skills including MS Office and Xplan / Adviser Logic
- Excellent communication skills with the ability to write documents and letters
- Strong time management with the ability to multitask and prioritise
- The ability to work autonomously as well as within a small team
- A can-do positive attitude
What's in it for You?
- Join an Established & Well Respected Firm
- Focus on Providing Excellence to their Customers
- Enjoy a Relaxed, Friendly Work Environment
- Modern Office in Central Cleveland Location
- Small Supportive Team with a Great Culture
- Full-Time Role with Potential for Flexible Hours
- Opportunities for Growth & Career Progression
- Immediate Start for the Right Candidate
Administration Assistant - Financial Planning
Financial Planning Administration Assistant. Established & Highly Respected Financial Planning Firm. Our client was established in 1999 and are a trusted financial planning firm based in central Cleveland. The collective group delivers solutions and advice on all aspects of financial planning, retir...
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