Administration Assistant Financial Planning
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Job Location:
Cleveland, TN - USA
Monthly Salary:
$ 65000 - 70000
Posted on:
20 days ago
Vacancies:
1 Vacancy
Job Summary
- EARN $65000 $70000 Super Negotiable Based on Experience
- Join an Established Respected Financial Planning Firm
- Full-Time Role with Flexible Hours Immediate Start Available
About The Company
Our client is a trusted and long-standing financial planning firm based in central Cleveland established in 1999. They provide tailored advice and solutions across all areas of financial planning superannuation retirement strategies and personal risk insurance.
Their success is built on a foundation of integrity client care and teamwork with a culture that recognises their employees as their greatest asset. They take pride in delivering exceptional service fostering professional growth and maintaining a supportive friendly environment.
About The Opportunity
Due to the recent restructuring of their financial planning and insurance business they are now looking for a Financial Planning Administration Assistant to join their company in Cleveland QLD. The interviews will commence towards the end of November with the successful candidate starting in January.
Reporting to the Director some of your responsibilities will include:
- Diary management for the advisor
- Answering incoming calls and emails from clients and professional contacts
- Liaise with fund managers and internal departments to resolve client queries
- Contact clients to arrange meetings and prepare meeting packs
- Preparation of advice documents
- Implementing client recommendations
- Administration of database and client portfolios
- Assisting with client seminars general housekeeping and office duties
About You
The successful candidate will have:
- Previous experience in a similar administration-based role
- Experience or knowledge of the Financial Planning industry and Adviser Logic (desirable)
- Strong computer skills including MS Office
- Excellent communication skills with the ability to write documents and letters
- Strong time management with the ability to multitask and prioritise
- The ability to work autonomously as well as within a small team
- A can-do positive attitude
Whats in it for You
- Join an Established & Well-RespectedFirm
- Focus on Providing Excellence to their Customers
- Enjoy aRelaxed Friendly Work Environment
- Modern Officein Central Cleveland Location
- Small Supportive Teamwith a Great Culture
- Full-Time Role with Potential forFlexible Hours
- Opportunities forGrowth & Career Progression
- Immediate Startfor the Right Candidate
Apply today and dont miss out on starting this opportunity as soon as possible!
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
