Based in Melbourne CBD, Durand Financial Services provide specialised focus and integrated financial advice to small-medium business owners and successful career professionals. Our loyal client base is diverse and dynamic from industries such as medicine, consulting management, education , and successful small business owners.
About You
You are a proactive and detail-oriented individual with great smile and customer services. You thrive in a energetic environment and are skilled in managing wellfare of the practice, the second home to most people.
Why Join Us?
- Job Security - This is a long term career opportunity with ongoing professional development and training
- Vibrant Team Culture - We are a unique and energetic team that values collaboration and hard work!
- Fantastic Location - Centrally located with trendy cafes nearby & the chance to work close to home.
- Boutique Office Space - Beautifully designed office with up to date technology provided to you to help you succeed in your role!
The Opportunity
Due to continuous growth, we have a unique opportunity for an experienced Office Assistant to join our boutique financial planning and accounting firm on a full/part-time basis.
Ideally, you will have previous experience working customer/client facing roles in a boutique firm environment.
Your duties will include not be limited to -
Your key duties are in providing ongoing office support to the principal adviser and practice manager.
Maintainingthe X-Plan database.
Managing office in-bound and out-bound calls and reception.
Attendingand scheduling of client meetings, as well as planning presentations.
Providing ongoing support to the para-planners and advisers.
Managingclient review reporting and documentations, such as and not limited, printing statement of advice, organise SMSF documentations, pre-populate application forms, etc.
With strict guidance, assisting advisers and/or practice manager in implementingadvice recommendations including the management of Insurance applications, share trading and managed funds.
Liaisingwith internal and external stakeholders such as superfund, accountants and lawyers, in order to provide your clients with the most optimal service.
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Your application will include the following questions.
- Which of the following statements best describes your right to work in Australia?
- What's your expected annual base salary?
- How many years' experience do you have as an office assistant?
- How much notice are you required to give your current employer?