Accounting Support Assistant

2 weeks ago


Wollongong City Council, Australia HR with Ease Full time
About the Job

We are looking for a skilled Financial Planning Assistant to join our team at HR with Ease. As a key member of our financial services team, you will be responsible for monitoring and managing client accounts, investment portfolios, and financial plans.

Your duties will include:

  1. Assisting Financial Planners with client meetings and client calls
  2. Researching and analysing current market trends to make informed decisions
  3. Developing and maintaining relationships with clients, advisors and other financial professionals
About You

You'll have experience working in a fast-paced environment, with strong communication and interpersonal skills. A Cert IV or Diploma in Financial Planning would be highly regarded.



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