Dynamic Administrative Associate – Financial Planning Perth

Dynamic Administrative Associate – Financial Planning Perth

05 Aug
|
Flexi Staff
|
Perth

05 Aug

Flexi Staff

Perth

Flexi Staff represents a Perth-based financial planning client seeking a switched-on Admin Assistant to support a busy workflow. The role is Monday to Friday, full time, in-office.

Responsibilities include Current Business Applications (Superannuation, Pension, Investment accounts), handling client/adviser queries, booking Annual reviews, diary management, preparing advice documents, and attending weekly meetings while ensuring compliance.
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📌 Dynamic Administrative Associate – Financial Planning Perth
🏢 Flexi Staff
📍 Perth

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