Business and Wealth Partners Pty Ltd is a well-established Cairns-based Accounting and Financial Planning practice. Our team of experienced advisors take pride in providing financial planning advice with superior client service to a broad client base to help them achieve their financial goals, delivering solutions in wealth management, retirement planning, insurance, superannuation, and estate planning.
Due to continued growth, we are seeking a proactive and detail-oriented Administration Assistant to join our friendly team to support our advisors and enhance client service delivery.
POSITION STATEMENT
To support three Financial Advisers and one Paraplanner with administration and client service support to aid in the facilitation of the Advisers providing advice and reviews to our clients, enabling our Financial Advisers to work efficiently and effectively.
The Administration Assistant plays a key role in supporting our financial planners with administrative, compliance, and client service tasks. This position ensures the smooth operation of the financial planning process, assisting with preparation of documentation, managing client communications,
maintaining accurate records, and ensuring compliance with regulatory standards.
ROLE RESPONSIBILITIES AND PRIORITIES
Contacting clients to organise client meetings and diary management of Advisers.
Responding to client queries in a timely manner.
Completing paperwork and administration tasks for advisers including checking and submitting completed forms.
Managing tasks from the beginning through to final completion, recording progress and providing status updates.
Data maintenance across various software platforms (primarily Xplan).
Obtaining financial statements and account reports from various product providers.
Liaising with our in-house Accounting team for obtaining client tax information.
ESSENTIAL SKILLS, EXPERIENCE AND ATTRIBUTES
Having an interest in the Financial Services field highly regarded. Previous Financial Planning industry experience ideal, but not essential as full training will be provided.
Excellent organisational and time management skills with ability to prioritise and manage own workflow.