A role with lots of variety, including

Be the ‘face’ of the business, meeting and greeting our clients, scheduling appointments and the preparation of ‘Appointment Packs’

Provide administrative support the Financial Planners and Client Services Manager

Maintain our client relationship management software (Practifi)

Prepare basic advice documents, eg Record of Advice

Prepare client Review Reports

Scanning and archiving of client files

Assist with client seminars and functions

Projects – ad hoc client or business projects

We're looking for someone with the right attitude, who is motivated and passionate about what they do and takes a proactive approach. You'll need high attention to detail and excellent time management skills and the ability to use your initiative to resolve problems. As well you'll need to be able to effectively communicate and work as part of a small team.