This is a practical 2 day per week office-based position for someone who takes pride in accurate administration and careful handling of confidential records.
Key responsibilities
- Manage fee consent process
- Prepare client review documents for client meetings
- Manage client review bookings
- Greeting clients
- Answering and directing phone calls
- Scan client documents as required and upload to relevant client files
- Handle confidential client documents carefully and securely
- Collect and retrieve incoming office mail and post office box items
- Prepare outgoing letters and documents for posting
- Access various platforms to retrieve and download reports / statements
- Reliable, punctual and able to work independently
- Comfortable using scanners, printers, email and basic Microsoft Office applications
- Able to handle confidential client information with discretion
About us
Purple Ox Financial Advice is a boutique financial planning practice based in Subiaco. We provide personalised advice across superannuation and retirement planning.