Financial Planning Administrative Assistant

Newly created, permanent full time opportunity, Great opportunity to join a well established and respected practice, Enjoy a supportive and friendly team.

OBT Financial Planning are offering an opportunity for an energetic and professional administration person to join our financial planning business and provide valuable assistance to the team.  This is an important role which is highly valued by our company.

You will primarily be responsible for performing the tasks that comprise the implementation and ongoing administration of clients financial strategies. 

The main focus of the role is to provide quality customer service and exceptional administrative support to our Financial Advisers. This position will include a variety of duties included but not limited to: 

  • Managing the implementation of new investments and insurance polices
  • Maintaining accurate data and records
  • Producing correspondence and reports
  • Face to face client welcome/dealings
  • Answering the telephone; making and changing appointments; taking & passing on messages
  • Preparation of documents for client managers and team members
  • Assistant to all team members
  • Electronic Filing and updating of client records (XPlan)
  • Finalising client documentation

You must be a team player, have exceptional communication, well presented, reliable and respectful to clients and colleagues. Be able to work accurately with a high attention to detail to handle multiple tasks and prioritise work.  Ideally you will have at least 2 years previous experience working in a financial services support role and XPlan knowledge would be highly regarded. You must have fluent English and are able to communicate clearly and concisely. Base salary dependant on experience and qualifications. 

If you are interested in a career with OBT Financial Group and have the skills and a bright personality that we are looking for please email your cover letter and CV .

All applications will be treated in the strictest confidence.

Only successful applicants will be contacted.


28/09/2020 $0 Somerset & Lockyer 1 Banking & Financial Services
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