• EARN $60,000 - $80,000 pa + Super FTE | Negotiable Based on Experience
• Join a Flexible, Self-Licensed Financial Planning Firm Located in Boronia
• Part-Time Role | 3 Days a Week | Flexible Days & Hours Considered

About The Company

Our client, a small, independent, boutique self-licensed practice in Boronia, is committed to providing tailored financial solutions to meet their clients' diverse needs. Specialising in Retirement Planning, Financial Security, Aged Care, and Estate Planning, they offer personalised advice and support to ensure a secure and fulfilling future for all their clients.

About The Opportunity

As a Personal Assistant/Administration professional, you will play a vital role in supporting the operational aspects of the business.

Some of your responsibilities will include:

• Managing and organising schedules, appointments, and meetings
• Assisting with client communications and inquiries via phone and email
• Maintaining and updating client records and documentation
• Preparing reports and presentations using MS Office applications
• Coordinating and supporting various administrative tasks as required

About You

The successful candidate will have:

• Previous experience in a similar role
• Experience in the financial planning industry or a related field (desirable)
• Strong proficiency in MS Office, particularly Word and Excel
• Excellent phone etiquette and professional communication skills
• Live close to the office in Boronia

You will also have:

• A flexible mindset to handle various tasks as part of a small team
• A commitment to providing exceptional service to clients
• A willingness to learn and grow within the role
• A proactive approach with strong organisational skills
• The ability to adapt to changing priorities in a fast-paced environment

What's in it for You?

• Established & Reputable Small Family Run Business in Boronia
• Part-Time | 3 Days Per Week | Potential to Increase to Full-Time
• Flexible Work Arrangements With Options For Days And Hours
• Supportive Team Environment In A Close-Knit, Family-Oriented Workplace
• Fast-Paced Role With Diverse Tasks To Keep Work Dynamic & Engaging
• Initial & Ongoing Training | Opportunity for Career Progression

Apply today and don't miss out on starting this opportunity as soon as possible!