Currently due to natural growth an exciting and highly rewarding opportunity has arisen for an administrative officer to join our Financial Planning team. Based in our Lutwyche office on a permanent basis, the main focus of the role is to provide quality service and effective support to 2 Financial Advisers.

Key Responsibilities:

Managing client reviews

Assist preparation of written documents as required.

Providing high level administrative support to advisers, and the broader wealth team

First point of contact for client enquiries via phone & email

Liaising with product providers and other third parties

Data input and organisation of client files

General office duties

Benefits and perks

As a growing business, we want to help our team members achieve their full potential. This is what we offer in return:

Great Use of technology – laptops, Fintech, Automation cloud-based systems, remote access to all systems.

Dynamic working arrangement on offer for the right candidate.

The ability to grow with the business from a career perspective.

A friendly, open-minded team environment

Mentoring and support from a team of experienced financial advisers

Commitment to ongoing professional development and training.

Regular team building and social events.

Opportunity to make a difference in a vibrant work environment focused on team improvement and success.

Our Ideal Candidate Will Have

Industry experience not essential and on the job training will be provided

Experience using XPlan or other similar CRM software will be an advantage but not essential

Excellent organisational, communication and interpersonal skills.

Demonstrate a proven ability to juggle competing priorities daily

A positive, can-do attitude with a team orientated approach

Excellent presentation and a polite, professional manner

Proven strong attention to detail

Proven ability to work both in a team and autonomously

Proficient in written and verbal communication

Proficient in Microsoft Office suite (Word, Excel, Outlook) with intermediate Excel skills

Must have the right to work in Australia

If you would like to work with a committed team, that supports ongoing training and personal development, whilst recognising and rewarding good performance please 'Apply' by sending your resume with a clear cover letter demonstrating your ability to meet the above criteria.