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
About you
Previous financial services administration, records,
reception or office support experience is essential
Robust attention to detail and accuracy
Comfortable handling repetitive tasks consistently
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.