About the role

Yarra Valley Financial is seeking an enthusiastic Financial Planning Administration Assistant to support out our growing business in the Yarra Valley, Victoria. In this casual role, you will provide crucial administrative support to our Director and Senior Financial Planner, ensuring the smooth running of this busy financial services office.

What you'll be doing

Maintaining and updating client files and records in our customer relationship management system

Preparing client correspondence, including statements, reports, and meeting agendas

Scheduling client meetings and appointments

Liaising with clients to ensure seamless service delivery

Providing general administrative support, including filing and data entry

Assisting with the preparation of financial planning documents and client presentations

What we're looking for

Flexibility and willingness to step in where needed to assist the smooth running of the business

Strong organisational and time-management skills, with the ability to prioritise tasks and meet deadlines

Excellent written and verbal communication and interpersonal skills, with a customer-focused approach

Proficient in using Microsoft Office suite, including Word, Excel, and Outlook

Experience with XPlan or similar client management systems would be a benefit but not necessary

A keen eye for detail and the ability to maintain accurate client records and documentation

A desire to learn and develop your skills

What we offer

At Yarra Valley Financial, we are committed to providing a rewarding and flexible work environment. In addition to a competitive pay rates commensurate with your experience, we offer a range of benefits, including professional development opportunities, in house and professional training and the ability to work in a hybrid model, with a mix of in-office and remote work. Once integrated into the role, remote work and flexible hours are offered and preferred by the employer.

About us

Yarra Valley Financial is a family focused financial planning and wealth management firm, specialising in providing personalised and tailored solutions to our clients. The business is boutique and oriented to a small client base, offering superior service and a highly personalised experience.

If you are passionate about providing excellent administrative support in a dynamic financial services environment, we encourage you to apply for this role. Click the "Apply Now" button to submit your application.