Seeking a passionate administrative assistant to work in a fast-paced financial planning practice.
Offering competitive salary and great team culture.
Versatile and adaptable role with opportunities for learning and development.
Career progression, if desirable.
Business:
Located in the heart of Geelong CBD.
Privately owned boutique financial planning firm.
Highly professional, goal-based advice business.
Key Responsibilities:
- Assisting in all aspects of the ongoing review and management of clients.
- Responsible for client onboarding.
- Providing administrative support and collaborating closely with advisers.
Skills and Experience:
- Experience within a client-facing administrative role is preferred.
- Robust knowledge of Microsoft packages.
- Excellent attention to details.
- Strong written and verbal communication skills required.