Administration Junior - Financial Planning
Barns Financial Services
Posted 16 days ago
About us
Barns Financial Services was established in 2010 and our aim is to help as many people as possible attain financial success. We are a relationship focused firm aiming to provide a fantastic employee and client work environment. We are very much a team orientated place of work with people who love coming to work and helping our clients achieve their goals.
Qualifications & experience
Great Communication Skills
Administrative Skills
Competent in Microsoft 365 Suite
A high degree of accuracy and accountability
Financial Planning Knowledge preferred but not essential
Tasks & responsibilities
New Business implementation including establishing superannuation funds and insurance applications
Centrelink Data updating
Advice Implementation
Please apply with a covering letter and CV to [email protected]
About Barns Financial Services
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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