Our client is a Financial planning company that is seeking a switched-on and dynamic Admin assistant with exceptional organisational skills to support their busy workflow. This position is Monday to Friday, fulltime.
Duties will include, but are not limited to the following:
- New Business Applications (Superannuation, Pension, Investment accounts)
- Assist with administrative queries requested by clients/advisers.
- Booking clients in for Annual reviews and management of adviser diary
- Preparation of advice presentation documents
- Attending weekly meeting
- Ensure compliance is maintained consistently
- Other administrative and reception tasks may be required
Essential Criteria:
The ideal candidate will have experience in working within a fast-paced environment, and the ability to manage a busy and varied workload with competing deadlines.
- 2-3 years experience in similar role
- Excellent phone manner and communication skills
- Able to build and maintain solid relationships with client
- Excellent attention to detail and ability to multitask
- Willingness to work as part of a team and assist with various tasks as required
- Professional presentation
If you fit the above criteria and are interested in the role, please click “Apply Now”