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Financial Planning Assistant

2 months ago

Wagga Wagga City Council, Australia Workforce Australia For Individuals Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Assistant. As a key member of our Wealth Creation team, you will play a crucial role in supporting our experienced wealth creators and ensuring the smooth operation of our client service processes.

Key Responsibilities
  • Provide administrative support to the Wealth team, including scheduling appointments, managing calendars, and handling correspondence
  • Assist in preparing and maintaining client files and documentation
  • Conduct research and gather relevant information for financial plans and reports
  • Collaborate with team members to ensure accurate and timely completion of client deliverables
  • Support the implementation of investment strategies and portfolio management activities
Requirements
  • Enthusiastic and driven individual with a strong interest in financial planning
  • Qualifications or experience in finance, business administration, economics, or a related field
  • Excellent organizational and time management skills, with the ability to prioritize tasks effectively
  • Strong written and verbal communication skills
  • Proficient using Microsoft Office Suite (Word, Excel, PowerPoint)
  • Able to maintain confidentiality and handle sensitive information with discretion
What We Offer
  • Career progression opportunities
  • Flexibility to suit your lifestyle
  • Mentoring and continuing education
  • Ongoing training and development
  • Friendly and supportive team