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Financial Administration Trainee

4 months ago


Preston, Australia MEGT Australia Ltd Full time

Fundzcorp Financial Services is Hiring Trainees

Join our winning team and step into the dynamic world of financial & Investment planning We're seeking a highly motivated trainee with a real interest in the financial services world and a desire to make a difference in the lives of our client's long term.

**Key Requirements**:

- Basic knowledge and experience in any field, no prior financial services experience necessary.
- A strong desire to enter the dynamic world of financial services and develop a rewarding career in the industry.
- Excellent communication skills and a proactive and positive personality.
- Ability to start within 2-3 weeks, if not earlier.
- Proficiency in Microsoft Office Suite, with a willingness to learn and grow in Excel competency.
- Enthusiastic about being part of a team, contributing to office team building, and engaging with clients.
- Passionate about problem-solving and open to learning from experienced professionals.

**Key Responsibilities**:

- Work closely with senior partners, associate advisors, and other team members to deliver high-quality financial services and client engagement outcomes.
- Assist senior management with monthly client communication content and track inquiries via web and social media channels.
- Contribute to our brand-building and client referral objectives.
- Provide assistance in pre-meeting preparation, including vetting client files and preparing meeting agendas and workflows.
- Liaise with our financial service suppliers and other affiliated business professionals.
- Offer ongoing support to the team with ad hoc administration and client service tasks during busy and time-critical periods.
- Assist and participate in adviser/client meetings to gain hands-on experience.
- Support other team members with troubleshooting and actively participate in team meetings.

Do you have the passion to assist our team and make a real difference in our client's financial lives? If yes, we look forward to hearing from you

Other career opportunities will be provided for the right person to advance within the organization, including participation in client-focused, business planning, and development projects.

**Working Remotely?**

Initially, the role is predominantly onsite, but flexibility may be considered after meeting the required team benchmarks.

**Benefits**:

- Employee mentoring program.
- Professional development assistance.

**Schedule**:

- Flexible work hours, Monday to Friday.

**Supplemental pay types**:

- Christmas bonus.

**COVID-19 considerations**:
All clients entering the building are required to QR code in and wear a mask. Reception will also ask if the person has recently visited a COVID-19 hotspot. Our office environment has a COVID-safe plan, QR code system, and maintains social distancing within the office limits.

**Qualification**:

- You will be enrolled in a Certificate IV in Financial Services, please note this position is for individuals who do not hold qualifications in finance already.

**Experience**:

- Only Basic knowledge and experience in any admin & financial services field (required).

To be eligible for an apprenticeship or traineeship you must be an Australian Citizen, Permanent Resident, or have full working rights.

24 July, 2023
- Closes in 10 days (04/08/2023)
- Business, Clerical & Financial Services
- Preston, Victoria