Administration Assistant
1 day ago
**Small tight knit team**:
- **Opportunity for career growth**:
My client is a Brisbane-based, professional Financial Planning firm that provides tailored financial advice to clients across Australia.
Their aim is to build strong, trusting relationships and to educate, support and assist clients to make good, informed decisions.
**About the Role**
Due to continued growth they require an administrative assistant to join their team. You will be working closely with the Senior Financial Planner and Client Services Manager/Paraplanner.
Whether you are studying finance and looking for your first career move into the industry or are an experienced administration assistant looking for their next role, this Company is the one for you
With an amazing culture and working in a small, close knit team, you will be an integral and valued team member. Your work, achievements and dedication will be acknowledged and rewarded. This is a supportive environment that encourages teamwork and respect.
**What’s great about this role**:
- Supportive and positive team environment
- Open to grad students or experience financial admin assistants
- Be an important and integral part of the team
- Career stability
**Duties**:
- Greeting clients and managing reception responsibilities
- Supporting the Senior Financial Planner & Paraplanner
- Performing a range of administrative duties to support advisers and the broader office
- Liaising with external professional firms on behalf of clients such as superannuation funds, insurance providers etc.
- Following up clients for outstanding documentation
- Maintain files and data base records (including XPlan)
- Other duties as required
**Skills and Experience**:
- A background in customer service
- Previous experience in administration in the finance industry (highly desirable)
- Degree in financial planning (highly desirable)
- High level of attention to detail
- Strong knowledge of Word, Excel, PowerPoint and Outlook
- Professional presentation
- Strong written and verbal communication skills.
***
**How to apply**
**Job ID**:
JD11250/01
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