Administrator/financial Planning Assistant

1 week ago


Geelong, Victoria, Australia Barwon Financial Planning Full time

The Opportunity

:

Barwon Financial Planning is growing rapidly, and an opportunity now exists for an administrator and financial planning assistant to work alongside the financial planning team. This role provides an opportunity for a clear pathway into an advisor role in the future.

:

"Located in the heart of Geelong, we are a privately owned 'goal based' advice business with a focus on Wealth Accumulation and Retirement Planning.


Apart from being able to enjoy all the benefits that working in Geelong and the Surf Coast have to offer, this role will suit the type of person that thrives within a small, close-knit team environment.

It is also an exciting opportunity to join a highly professional, family friendly boutique firm that recognises and rewards its people.

"
- — Damian Christou, Director
Some of the key responsibilities of the role will include

:

-
Building strong trusted relationships with Advisers and clients;

:

-
Assist Advisers with preparation for clients meetings;

:

-
Liaising with product providers;

:

-
Managing office FDS and Renewal obligations;

:

-
Managing Adviser calendars and client bookings;

:

-
Traditional and social media marketing; and

:

-
General office/reception duties.

Skills & Experience
-
Experience in the financial industry preferred;

:

-
Experience in dealing with clients;

:

-
Impeccable organisational and time management skills as well as an eye for detail;

:

-
Strong written and verbal communication skills; and

:

- **A genuine appreciation and desire to deliver exceptional client service.

  • Geelong, Victoria, Australia Mulcahy & Co Financial Services Full time

    Mulcahy & Co are a busy, well established business hub who provides an extended range of specialized services from personalized taxation and business advise to legal, financial planning, loans & finance, agri-business and marketing services.We understand the importance of offering reliable, superior service to all our clients. We offer a diverse, inclusive...


  • Geelong, Victoria, Australia Belle Property Full time

    Geelong, VIC:Belle Property believes great people make a great business. We value integrity, trust and sincerity as much as we value hard work, determination and success. Belle Property Geelong & Torquay has an exciting opportunity for a self motivated, energetic and determined individual who is seeking to work with a successful and supportive team.We are...


  • Geelong, Victoria, Australia Department of Families, Fairness and Housing Full time

    THE ROLEThe Administration Officer is a position in each Orange Door location (Support and Safety Hub). The position will be involved in the day-to-day administration for the Hubs, as well as providing wide ranging secretariat and support functions. The position has key functions in supporting service access and the Hub workforce, as well as providing a...


  • Geelong, Victoria, Australia Geelong Grammar School Full time

    Geelong Grammar School is one of the world's leading co-educational boarding and day schools. Offering exceptional educational opportunities across four campuses from Early Learning to Year 12, Geelong Grammar School is committed to making a positive difference for students, staff and the community. We believe in prioritising wellbeing, adventure, creativity...


  • Geelong, Victoria, Australia DFP Recruitment Services Full time

    Job description: We are seeking an experienced Project Administration Officer to join our Federal Government Client based in Geelong or Richmond. This is a 12 month assignment, working 37.5 hours per week and will be paying $55.25 per hour plus super.Duties: Preparing correspondence, reports and briefing papers and assisting in the preparation of technical...


  • Geelong, Victoria, Australia The Geelong College Full time

    Commencing Term 2, 2024Part-time, on-going20 hours per week (Monday to Friday, term time only)The Geelong College is seeking to employ an experienced, friendly and efficient Administration Assistant to provide administrative, secreterial and organisational support to the Head of Junior School and Senior Staff to enable them to carry out their...


  • Geelong, Victoria, Australia McColl's Transport Full time

    An exciting opportunity has become available for a highly motivated _Administration Assistant _to join our team, based in Geelong on a full-time basis.The key focus of this role is to provide high quality administration and clerical support to the Bulk Food Grade team.This role will entail but is not limited to:Providing high level of customer service to...


  • Geelong, Victoria, Australia City of Greater Geelong Full time

    Chief Financial Officer:Job no: 497594Work type:MSP ContractClassification:MSPCategories: Management, FinanceCreate our future together at the City of Greater GeelongAt City of Greater Geelong, we are committed to working together for a thriving community. We do this by delivering over 130 services to our rapidly growing population and working hard to...


  • Geelong, Victoria, Australia Barwon Health Full time

    Employment StatusPermanent Full TimeProgramSurgical & Critical CareLocationUniversity Hospital GeelongSalary$0.00Hours Per Fortnight64Position Summary Further your career in a fact paced organisation Permanent full time 80 hours per fortnight (plus ADO) Centrally located at University Hospital Geelong minutes from the vibrant waterfrontAbout the...


  • Geelong, Victoria, Australia Gateways Support Services Full time

    Team Leader role in a supportive organisation Bring your expertise in NDIS compliance in Plan Management- $88K to $92.5K/annum + Super + salary packagingGateways Support Services vision is to help provide support for children and adults with a disability and their families to maximise their quality of life.Our staff are made up of mountain bike riders,...


  • Geelong, Victoria, Australia Workforce Extensions Geelong Full time

    Workforce Extensions Geelong have a number of temp administration roles that are about to commence in the Geelong area. These positions involve working with some of the region's leading blue collar businesses and may lead to permanency for the right person/s. Both part and full time hours will be available. An ability to effectively communicate with a range...


  • Geelong, Victoria, Australia Barwon Health Full time

    Employment StatusPermanent Part TimeProgramSurgical & Critical CareLocationUniversity Hospital GeelongHours Per Fortnight64Position Summary Further your career in a fast paced organisation Permanent part time 64 hours per fortnight Centrally located at University Hospital Geelong minutes from the vibrant waterfrontAbout the facilityBarwon Health, based in...


  • North Geelong, Victoria, Australia WorkSafe Victoria Full time

    $78,455 per annum + Superannuation Full Time, Fixed term (Up until October 2025) Geelong Location - Hybrid (minimum 3 days in the Geelong office is required) About the role The Legislation Policy and Information Service (LPIS) Division coordinates and maintains the OHS and accident compensation laws administered by WorkSafe, provides strategic policy...


  • Geelong, Victoria, Australia Moore Stephens Full time

    Geelong:Service/Department:Business Advisory:Sector:Accounting:Job type:Permanent - Full Time:Description:Moore Australia (VIC) is a leading mid-tier professional services and financial advisory firm. We are focussed on delivering client excellence across our 12 service offerings, giving our teams opportunities to build their skills in a career that spans a...


  • Geelong, Victoria, Australia Barwon Health Full time

    Employment StatusPermanent Part TimeProgramMental Health Drug and Alcohol ServicesLocation131 Myers StreetHours Per Fortnight32Position Summary Advance your skillset within a supportive team Great 'foot in the door' position Assist the teams in providing essential services for marginalised populations Enjoy great work life balance Permanent Part Time 32...


  • Geelong, Victoria, Australia Department of Families, Fairness and Housing Full time

    THE ROLEAdministration Officers provide a point of contact for key stakeholders from a diverse range of organisations, government, private, public and community services sectors. Attention to detail and teamwork underpin success in this role as well as a demonstrated ability to communicate sensitively and effectively. The role provides wide-ranging...


  • Geelong, Victoria, Australia Barwon Health Full time

    Employment StatusPermanent Part TimeProgramSurgical & Critical CareLocationUniversity Hospital GeelongHours Per Fortnight48Position Summary Provide a welcoming & friendly environment to cardiology patients and visitors Enhance your career with the largest regional healthcare service in Victoria Permanent parttime 48 hours per fortnightAbout the...


  • Geelong, Victoria, Australia Barwon Health Full time

    Employment StatusPermanent Part TimeProgramSurgical & Critical CareLocationUniversity Hospital GeelongHours Per Fortnight0Position Summary Provide a welcoming & friendly environment to cardiology patients and visitors Enhance your career with the largest regional healthcare service in Victoria Find your Work Life Balance Multiple positions availableAbout the...

  • Administrator

    1 week ago


    Geelong, Victoria, Australia genU Karingal St Laurence Limited Full time

    Here at genU we're a group of passionate, driven people who want everyone's lives to be happier and healthier, especially people with disabilities, the ageing and those experiencing disadvantage. We operate solely for community benefit and invest back into the same communities in which our services are delivered._- genU welcomes diversity, including...


  • Geelong, Victoria, Australia WorkSafe Victoria Full time

    Government - State (Government & Defence) Full time Add expected salary to your profile for insights Work Safe is Victoria's workplace health and safety regulator.We are also the workplace injury insurer.Our job is to reduce workplace harm and improve outcomes for injured workers.This is our promise to the Victorian community and the reason we exist.$157,266...