Stratogen Financial Planning is a locally owned business in Noosaville. We pride ourselves in
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helping people chart a course towards and into retirement
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crafting strategies that allow people to retire with peace of mind
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allowing clients forget about "the finances" knowing that we've got it covered
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explaining the bits they've never understood before - in plain English.
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We are seeking a detail oriented, enthusiastic individual to join our team. You will be an integral team member providing support to theFinancial Planner and our Clients .
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The position is permanent part time offering flexible hours – minimum 30 hours per week. The position may suit someone returning to the workforce or currently studying at university or in a related field and looking for a change.
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Your excellent communication and organisational skills will assist you with:
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undertaking a wide variety of administrative duties.
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Liaising with external firms including Investment platforms and Super providers.
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working with other local, professional firms to deliver a seamless service
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Maintaining our database and client files.
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managing the diary to ensure all our existing clients and referrals are shown some love.
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Skills and experience that you would need to bring to the role and which should be addressed in your cover letter are:
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experience in customer service and administrative roles
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the ability to prioritise
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your attention to detail and a sound knowledge of the Microsoft suite, especially Outlook, Excel and Word.
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confidence in adapting to current systems – in this case, XPlan our planning software. Previous experience with a variety of software would be preferred.
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evidence of your Professional Presentation and strong written and verbal communication.
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We will accept applications until COB 24 September.