Advice Support Officer
2 weeks ago
- CBD Location.
- Competitive remuneration.
The Company
One of Australia's longest running and most trusted superannuation funds help members from all industries across Australia with market-leading investment products, as well as insurance and advice.
They are currently experiencing an exciting period of change and growth and are looking to hire an Advice Support Officer on a permanent basis.
The Role
Reporting to the Adviser Operations Manager, this position will provide a consistently high level of financial advice and administrative support services to the financial advice team.
Responsibilities include:
- Assist and support the Financial Advisers in all daily administration duties of the full endtoend financial planning process, including diary management, processing client correspondence and all around office support as required.
- Coordinate initial, review and plan presentation meetings and all other appointments for the financial advisers.
- Ensuring that maintenance of client database and client records is consistently up to date and accurate.
- Support management, financial planners and clients with adhoc client requests as requested.
About You:
- A strong background in Administration (Preferably in Financial Services)
- Experience in XPLAN software is highly regarded
- RG146 desirable
- Strong verbal and written communication skills.
- Excellent computer skills and good working knowledge of financial planning software and the Microsoft Office suite of products.
- Strong attention to detail.
- Ability to work autonomously and in a busy team environment.
- Excellent analytical, organisational, time managing and prioritising skills.
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