Financial Advice Assistant

The Practice:

A well established long standing practice located in North Sydney is looking for a Practice Assistant / Account Manager to join their team. This is a great opportunity for a Financial industry specialist to join a great team of financial advisers. If you enjoy supporting advisers day to day and being part of a great team this is the role for you.

A highly regarded AMP FP practice located in North Sydney is looking for a professional for an Advice Assistant to join their team. The purpose of the position is to provide a high-level day to day management of and assistance to a financial adviser, including preparation of client reviews and client services support.

Major Responsibilities:
Provide pro-active, professional and confidential level of support to the Financial Advisers, which will contribute to the smooth running of the office;

  • Preparation of material for client meetings for e.g. Client Kits including - Schedules, File Notes, AFDS, Opt-in, FSCG etc.
  • Maintenance of files, databases, and correspondence including high level compliance check of file i.e. FF, FN, SoA
  • Maintain current and develop new systems and processes to manage the daily tasks required
  • Implementation of advice, strategy or product forms
  • Client liaison i.e. meet and greet clients
  • Diary Management
  • Word/Excel processing, typing and data entry
  • Answer phone calls and taking messages - screen calls where necessary
  • Ensure office is tidy and presentable
  • Ad hoc support to the team where required
  • Back up support to Team Support Officer

Teamwork

  • Support colleagues and assist with overflow where necessary
  • Maintain a positive attitude, contribute to team morale
  • Maintain effective and professional business relationship

Experience / Skills and Background

  • Proficiency with relevant software packages & Microsoft Office Packages
  • Understanding of the Financial Planning industry
  • Understanding of Superannuation, Insurance & Investment products
  • Ability to understand and apply practice policies
  • Strong understanding of financial planning principles
  • Diploma of Financial Planning is preferable but not essential
  • High attention to detail
  • Self-starter able to work with minimum of direction on multiple tasks and to meet deadlines

25/11/2019 $0 North Shore & Northern Beaches 1 Accounting
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