Financial Planning Administration Assistant
5 months ago
$60,000 plus Superannuation
- Northern Gold Coast location with on site parking provided
- Ongoing training and professional development opportunities
**The Company**
Our Client is a well-established and reputable financial planning firm servicing clients on the Gold Coast. With a commitment to helping clients achieve their financial goals and secure their financial future, they provide a wide range of financial planning and investment services. We are seeking a motivated and detail-oriented Administration Assistant to join the team and contribute to continued success.
**The Opportunity**
As a Financial Planning Administration Assistant you will play a crucial role in supporting a team of financial planners and ensuring the smooth day-to-day operations of the office.
**Key Responsibilities**:
- **Client Support**: Greet and assist clients in a friendly and professional manner, both in person and over the phone
- **Administrative Duties**: Perform various administrative tasks, including data entry, filing, and document management. Maintain and update client records accurately and confidentially
- **Scheduling**: Coordinate appointments and meetings for financial planners and assist in scheduling client appointments
- **Assist with Projects**: Support the team with special projects and tasks as needed, such as preparing presentations, reports, and other documents.
- Previous experience in office administration or a similar role within a Financial Planning firm is preferred
- Strong communication and interpersonal skills
- Proficiency in Microsoft Office Suite (Word, Excel, and Outlook)
- Organized and detail-oriented with excellent time management skills
- Ability to handle confidential information with discretion
**Benefits**:
- $60,000 + Superannuation
- Opportunity for career growth and professional development
- A supportive and collaborative work environment
- Gain exposure to the financial planning industry
- Quarterly staff events
- On site car parking provided
**Contact Daniel Jensen**
0401 238 901
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