Are you ready to take the next step in your career? Our Client is on the lookout for a passionate and dedicated Operations Assistant to play a pivotal role in our daily operations and project management. If you thrive in a fast-paced environment and have a background in operations, particularly within the financial planning industry, we want to hear from you!

Why Choose Our Client?

We are not just a company; we are a team that believes in investing in our members. We provide you with the skills and knowledge necessary to excel in the financial planning industry. If you have the drive and determination to succeed, our supportive environment will help you achieve your career goals.

What We’re Looking For:

• Strong organizational and time-management abilities.
• Capable of juggling multiple projects with ease.
• Detail-oriented with exceptional problem-solving skills.
• Excellent communication and interpersonal skills.

• Education: A Bachelor's degree in Financial Planning or a related field.
• Experience: Previous experience in an operations role, ideally within financial planning or a similar industry.
• Skills:

Key Responsibilities:

• Assist in managing and coordinating internal projects and initiatives.
• Support day-to-day operations to enhance efficiency.
• Collaborate with various stakeholders to streamline processes.
• Help with reporting and data management.
• Act as a liaison between departments to ensure a smooth workflow.
• Bring a creative mindset to contribute to the company’s strategic goals.
• Work alongside a team of experienced professionals to provide personalized financial advice to our clients.

If you are ready to take the next step in your career and make a positive impact within a dynamic team, we encourage you to apply today.

For a confidential discussion about this opportunity, please call Lachie Young on 0411 931 034 or send your application to [email protected]

At Fuse, we specialise in recruitment for the wealth management industry and actively source for a broad range of established clients. If you are a financial planning or mortgage broking professional looking for your next opportunity, we'd love to hear from you!

If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!

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