About us

A dynamic Financial Planning business based in the CBD. We have a great culture and care about people, that includes our clients and especially our staff. As specialist in holistic financial advice and provide a bespoke service to our clients. This is an opportunity to be part of a growing business which presents future career opportunities. We have a hybrid work environment with work from home an option. Based in the CBD in Little Collins Street, easy to get to from public transport and lots of great coffee choices. This role is perfect for a student, parent returning to work or a pre retiree. Addicott Partners promotes an inclusive and safe work environment, we embrace diversity and encourage people from diverse backgrounds, First Nations People and LGBQTI to apply.

Qualifications & experience

• Administration and Communications experience or qualifications great however not essential, customer service experience is important. Formal qualifications are great however not essential. Attention to detail is a MUST as is a positive and team orientated attitude.

Tasks & responsibilities

• Calling clients to set and confirm appointments - These are calls to our existing clients or prospects and are warm and friendly.
• Calls outward and inbound - You will be required to answer the phone in a professional and friendly manner.
• Sending client newsletter and ad hoc communications as required. - We have a monthly newsletter which must be sent to our clients, we also have regular reporting that is required to be sent within a set timeframe.
• Amendments to client accounts using internal software - From time to time clients will contact us to update their details, you will need to ensure the details are entered correctly.
• Data entry - We are only as good as the data we have, attention to detail is required to make sure the data we have is accurate.
• Assisting Financial Advisers as required - Occasionally our advisers may request admin support.
• Event Planning - We host an annual seminar for all our clients as well as dinners, online events and specialist seminars.
• Social media - Update our social media and assist us to grow our brand.
• Diary management & Travel arrangements Personal Assistant Ad hoc task - Our CEO is one of those extremely busy on the go people who needs a highly organised person to assist.

Benefits

• Flexibility with working hours and work from home an option after training period.
• Small friendly team