Financial Planning Office Administrator
GEM Planning
Posted 3 days ago
About us
We are a young, family based financial planning practice in the heart of Port Adelaide. We provide financial advice to clients both locally in Adelaide as well as regional areas across Australia such as Mildura and Broken Hill.
Qualifications & experience
Entry Level position (any administration qualifications or experience is helpful but not required).
Must be confident on the phone and interacting with clients
Tasks & responsibilities
Answering client queries via phone and email
Managing adviser diaries
Assisting advisers with client adhoc tasks
Lodging paperwork and following up in a timely manner
Scanning and data entry
About GEM Planning
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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