
Senior Financial Operations Coordinator
1 week ago
Administrator and Financial Planning Role
We are seeking an experienced professional to fill this exciting opportunity.
This Administrator and Financial Planning role will be based in Geelong, providing a clear pathway into an advisor position in the future.
The ideal candidate will thrive within a close-knit team environment, working closely with Advisers and clients to deliver exceptional service.
Key Responsibilities:
- Building strong relationships with Advisers and clients.
- Assisting Advisers with preparation for client meetings.
- Liaising with product providers to meet client needs.
- Managing office FDS and Renewal obligations.
- Managing Adviser calendars and client bookings.
- Developing marketing strategies to engage clients.
Requirements:
- Experience in the financial industry is preferred.
- Excellent organisational and time management skills as well as attention to detail.
- Strong written and verbal communication skills.
- A genuine desire to deliver exceptional client service.
Benefits:
This role offers a unique opportunity to work in a highly professional, family-friendly firm that recognises and rewards its employees.
About Us:
We are a boutique advice business focused on Wealth Accumulation and Retirement Planning.
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