Administrative Support Professional

1 day ago

Melbourne, Victoria, Australia beBeeAdministrator Full time $75,000 - $80,000

We are seeking a highly skilled Administrative Support Professional to join our Member Advice Team.

The ideal candidate will be responsible for providing exceptional administrative support, assisting with member inquiries, and maintaining accurate business and client records on Xplan.

Key responsibilities will include:

  • Assisting with member inquiries and building high-quality member relationships
  • Maintaining accurate business and client records on Xplan
  • Preparing documents for member appointments, quotes, and applications
  • Liaising with superannuation funds, insurance providers, and financial institutions
  • Preparing Statement of Advice (SOA) documents provided by Paraplanners
  • Working with Financial Planners, members, and other third parties to collect the information necessary to produce statements of advice (SOA)
  • Implementing advice recommendations for members

The successful candidate will have a genuine interest in a career within financial planning/advice, be degree-qualified preferably in a finance-related field, and have experience with Xplan or similar CRM software.

We foster achievement through the development of our people, focusing on building expertise and agility creates professional growth opportunities for our people and ensures that we are equipped to rise to the challenges of the future.

This is a great opportunity to develop your career and work with an experienced group of professional advisers. We value a supportive and inclusive environment and offer a range of benefits including flexibility, development, and relationships.

Required Skills and Qualifications:
  • A professional administrator with a track record of working both swiftly and accurately to exceed member expectations
  • A genuine interest in a career within financial planning/advice
  • Degree qualified, preferably in a finance-related field
  • Experience with Xplan or similar CRM software
  • Excellent communication skills
  • Attention to detail in both written and verbal communication
Benefits:
  • Impact - Our work has meaning, we serve the people who serve the community
  • Development - We foster achievement through the development of our people
  • Flexibility - Our benefits and work practices promote the health and wellbeing of our people
  • Relationships - Being part of a small organisation within a dynamic sector draws people to us, the supportive work environment keeps them here

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