Financial Planning Administrator

About the role:

An exciting opportunity has recently become available to join an established holistic Financial Planning practice, that prides itself on its extensive knowledge within the Medical Professional Industry. 

The position is within our Financial Services Administration team and involves being the primary point of contact and administering a portfolio of high net worth clients. Supporting one of the originators of this busy and successful business. Working collaboratively in a small but fast paced team, that thrives on helping medical specialists build wealth throughout their professional life and beyond.

Key areas of responsibility include:

  • Administering correspondence and emails
  • Electronic filing
  • Handling telephone enquiries
  • Booking client meetings
  • Keeping client data current
  • Generating client portfolio reports
  • Collating SMSF, Company, and Trust documentation
  • Preparing advice requests
  • Preparing portfolio trade requests
  • Preparing new business and implementation packs
  • Completing annual projects

About you:

  • Excellent attention to detail and a natural affinity with numbers
  • Analytical mindset with the ability to problem-solve
  • Use of initiative and assume accountability when completing tasks
  • Solid understanding of lump sum investment, superannuation strategies
  • Well versed with financial planning compliance and best practice procedures
  • Advanced computer skills, particularly with excel
  • Friendly and polite team player with a willingness to learn and succeed
  • Be flexible and see change as an opportunity
  • Embrace, believe, and be an advocate of the Smith Coffey philosophy, vision and mission to a degree where you are experiencing and benefitting from these principles yourself
  • Completion of a Financial Planning accreditation, ie. DFP, desirable

Benefits:

  • Paid parking
  • Midweek Yoga
  • Family Day
  • Social Club

30/03/2021 $0 Perth 1 Banking & Financial Services
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