Immediate start is available

CBD location

Permanent full time

The Role:

Our client is a Financial planning company that is seeking a switched-on and dynamic Admin assistant with exceptional organisational skills to support their busy workflow. This position is Monday to Friday, fulltime.

Duties will include, but are not limited to the following:

New Business Applications (Superannuation, Pension, Investment accounts)

Assist with administrative queries requested by clients/advisers.

Processing insurance new applications, claims or alterations.

Booking clients in for Annual reviews and management of adviser diary

Preparation of advice presentation documents

Attending weekly meeting

Ensure compliance is maintained consistently

Other administrative tasks may be required

Essential Criteria:

The ideal candidate will have experience in working within a fast-paced environment, and the ability to manage a busy and varied workload with competing deadlines.

2-3 years experience in similar role within financial planning

Excellent phone manner and communication skills

Able to build and maintain strong relationships with client

Excellent attention to detail and ability to multitask

Willingness to work as part of a team and assist with various tasks as required

Professional presentation

If you fit the above criteria and are interested in the role, please click “Apply Now”