Business Development and Operations Lead

4 days ago


Perth, Western Australia marvinHR Full time
Job Summary:

We are seeking a highly motivated and detail-oriented individual to join our team as a Business Development and Operations Lead. In this role, you will be responsible for providing administrative support, managing client databases, and preparing applications for submission. As a key member of our financial planning team, you will be working closely with our Financial Planning team to deliver exceptional client service.

About the Role:

As a Business Development and Operations Lead, your primary responsibility will be to manage and maintain accurate client databases, provide administrative support to the Financial Planning team, prepare and lodge applications for clients, and implement client advice and recommendations. Your tasks will include:

• Managing and maintaining accurate client databases
• Providing administrative support to the Financial Planning team
• Preparing and lodging applications for clients
• Implementing client advice and recommendations

About You:

To be successful in this role, you will need to have a minimum of two years' experience in a similar position, strong written and verbal communication skills, proficiency in MS Office Suite, and excellent organizational skills. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply.

Benefits:

As a valued member of our team, you will enjoy a range of benefits, including on-site parking, flexible work hours, employee assistance program, and ongoing training and learning opportunities. We also offer a bright, modern office with a large team leisure space, outdoor balcony with BBQ area, and gym with bathroom facilities.

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