14 Aug
|
My Online Adviser
|
Maroochydore
14 Aug
My Online Adviser
Maroochydore
We are looking for an Administration Assistant to join our team!
My Online Adviser was established in 2019 with the goal of becoming the leader in the financial planning sector. We provide comprehensive advice in an uncomplicated manner, ensuring our clients are educated and thus empowered financially.
Leveraging technology gives us the ability to deliver advice promptly, a crucial aspect in today’s rapid-paced world. We feel this is what sets us apart from other peer industry professionals.
We have alsobeen awarded the 2022, 2023, 2024 and 2025 Product Review Awards for Financial Services, and aim to, with the continual positive feedback from our clients, receive many more.
We strive to provide a top-tier service to our clients, and in turn, provide our staff with a wholesome and gratifying work culture.
Our team is bursting with high performing, outgoing individuals. We work collaboratively to drive the success of the business.
POSITION DESCRIPTION
- Assisting the team with general administrative duties
- Actioning of physical and electronic mail
- Corresponding with clients and superannuation funds to obtain necessary documentation to complete tasks
- Updating client information on our CRM, super and insurance portals
REQUIRED SKILLS
- Service orientated with excellent communication skills
- Reliable, hardworking and self-motivated
- Excellent attention to detail, ability to think on your feet and problem solve
- Basic computer skills
WHAT WE OFFER
- Flexible working arrangements
- Autonomy in your role
- Energetic and friendly work environment
- Ongoing training and development
- Regular team-building activities and events
Only shortlisted applicants will be contacted.
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📌 Administration Assistant (Maroochydore)
🏢 My Online Adviser
📍 Maroochydore