We are a professional and successful financial planning company.

We are offering an opportunity to join our team at our Essendon office.

You will have the primary responsibility for reception duties as well as involvement in client services duties such as :

Collaborating with advisers in the business

Preparation of client correspondence

Collation, submission and follow up of client documentation

Following up client queries

Ideally you will have experience in financial services or completed relevant studies. You will be provided with ongoing training to develop your skills and knowledge . To this end an ability to grasp new concepts and to problem solve is essential.

The successful candidate must be well presented and have :

The ability to build positive relationships

Strong written and verbal communication skills

The ability to prioritise tasks according to importance in a fast paced environment

The capability to multi-task without compromising on quality

Strong attention to detail

To apply for this role please submit your resume and include a personalised cover letter to Mathew Gale.