Administration Officer Financial Planning

A true team culture in a dynamic environment that you can develop even further, High network clients, beautiful offices, and you will love going to work a bonus, This is the role you have been looking for a really professional business..

Experienced Administration Professional  


           Financial Planning Support

           Excellent Package

           Kew location

Public Transport front door

Our client is an extremely successful and growing business practice with a strong high net worth client base.

Reporting to the Practice manager this role represents an excellent opportunity, providing Strong Business administrative assistance to several Directors and Financial Planners.

Responsibilities of the role include assisting with the technical preparation of documents and specifications, which include reports for review of clients portfolio, processing and client follow-up..

Experience required in a similar role

To be successful, you will have strong MS Office, including PowerPoint.

Your verbal and written communication skills will be of an excellent standard.

A high degree of confidentiality and professionalism in all areas will be required of you at all times. Your pleasant manner and flexible approach will complement the dynamic team environment. You are required to have an ability to determine priorities, organise work, and meet deadlines. Work independently and as part of a team, and have strong time management skills.

Other qualifications, which will hold you in good stead, will include post VCE training in business but not essential

This is a position you will love, and going to work will be a pleasure.

All applications are to be submitted to Mr Nicholas Calvi.

25/11/2019 $0 Eastern Suburbs 1 Administration & Office Support
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