A casual or permanent part-time position (10-15 hours per week) is available for an efficient and highly motivated individual to offer Administration Support to our Financial Planning team.
You will be part of a friendly and supportive workplace. Our Practice prides itself on delivering high quality personalised service to our clients in all areas of financial planning including:- Superannuation; Retirement Planning; SMSF's; Investments (Managed and Direct); Asset Allocation; Portfolio Management; Insurance; and Estate Planning.
The successful applicant will work closely with the Financial Planners and Paraplanners. Some of the key duties of the Administration Assistant will include:
Provide administrative support to the Financial Planners
Gather information and present in a professional manner
Liaison with clients over the phone and face to face
Making appointments and managing diaries
Checking documentation and ensuring all paperwork signed accordingly by relevant parties
Pro-actively chasing up required documentation
Handling confidential information and dealing with discretion at all times
General administrative duties as required.
Skills and experience:
Excellent organisational and time management skills
Strong communication skills and attention to detail is a must
Proficient in Microsoft Word and Excel
Must have a can-do attitude and the ability to manage multiple tasks
A small office requires staff to work in a highly collaborative and supportive way
Experience working in the Financial Planning industry is advantageous but not essential.
16/03/2020$0Albury Wodonga & Murray1 Administration & Office Support
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