Part Time - Financial Planning - Admin Assistant/Client Service Officer

About the business

 

This business has recently undergone a restructure and is now under new management. Business owner is focussed on building the business and is looking for a quality staff member 'pocket rocket' to join his team. You will be working alongside the business owner delivering excellent customer service and quality financial planning advice.

 

About You

 

You would probably have had a career as a personal assistant or client service officer in the financial planning industry and have been out of the workforce for family or travel reasons and, are now seeking an opportunity to reengage.

This Part Time position will start at 9:30/10:00am to 2:30/3:00pm (5 days a week) or 9:00am to 5:00pm (3 days a week) with provisions of taking half of school holidays as annual leave.

You will be responsible for:

  • Secretarial and organisational functions
  • Client relationship management via email and phone
  • Managing project/client workflows and pipelines
  • Proficient in Microsoft Word, Excel and Powerpoint
  • Diary management

To be successful in this role you will display:

  • Experience supporting a highly energised and successful consultant
  • Exceptional communication skills
  • Ability to work without supervision
  • Be highly organised, proactive and have great attention to fine details
  • Comfortable working on Zoom, Microsoft Teams and other online applications
  • The ability to work with 2 offshore staff

 

Skills and experience

 

  • Experience supporting a highly energised and successful consultant
  • Experience in the Financial Planning industry
  • Exceptional communication skills
  • Ability to work without supervision
  • Be highly organised, proactive and have great attention to fine details
  • Comfortable working on Zoom, Microsoft Teams and other online applications
  • The ability to work with 2 offshore staff

22/06/2020 $0 CBD, Inner West & Eastern Suburbs 1 Banking & Financial Services
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