Client Services & Administration Assistant
We're looking for a bright, confident and personable person to join our Melbourne financial planning team on a part-time basis.
The role is largely about supporting our existing team with client service and administration, including:
Answering and transferring phone calls
Calling and emailing clients
Helping prepare for client meetings
Helping arrange client meetings and following up information
Assisting with implementation and paperwork
Opening, scanning and processing mail
General administration and support across the team
Financial planning experience is not essential. We're more interested in someone who is reliable, organised, good with people and quick to learn.
The role could suit someone starting their career or someone simply looking for a valuable quality part-time office role.
Ideally we're looking for ***** hours per week, primarily from our Melbourne office. We have some flexibility around days and hours for the right person.
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