Financial Planning Assistant

Shakespeare Financial Services

About Us
Shakespeare Financial Services is a boutique financial planning business aligned with an accounting firm that provides our clients with comprehensive financial advice and solutions.

The Role
The role will include activities involving all or some of the following responsibilities:

  • Provide a wide range of administrative duties to support the firm's financial planners
  • Manage existing and prospective client communication via the phone, mail and/or email to ensure clients are always fully informed
  • Respond to day to day queries from clients
  • Ensure all follow-ups are completed in a timely, accurate and efficient manner
  • Prepare documentation for SoA's, RoA's and any associated requirements surrounding our advice
  • Coordinate and implement all recommendations as outlined in our advice in a timely manner
  • Take ownership of managing and maintaining our client database.
  • Arrange client appointments in line with our review process and assist with preparation requirements for these meetings
  • Monitor diaries & movements to ensure no overlap of appointments or other commitments
  • Type, format and review letters, memos, reports, presentations, as required by the business
  • Make necessary travel arrangements as required
  • Other administration duties as required.

The successful candidate will possess:

  • A desire and passion to build a career within the Financial Planning profession 
  • Completed or in the final year of completing a finance related degree
  • Ability to perform repetitive and complex tasks accurately and within a timely manner
  • Proven communication skills and working collaboratively in a dynamic team environment
  • Ability to quickly learn the features & functionality of appropriate financial planning software & other business systems
  • Self driven with the demonstrated ability to take ownership of tasks and takes pride in producing work to the highest possible standards
  • Proficient time management and prioritising is essential
  • Excellent computer skills along with sound working knowledge of Microsoft office products
  • Positive and friendly personality

If you want to be part of a dynamic and motivated professional team, Shakespeare Financial Services is for you.

25/11/2019 $0 Perth 1 Banking & Financial Services
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