Financial Portfolio Assistant

3 days ago


Perth, Western Australia beBeeFinancial Full time $60,000 - $90,000

Job Overview

The role of the Financial Portfolio Assistant is to provide high-level support to our team of financial experts.

Key Responsibilities:

  • Manage client relationships and respond to client inquiries in a timely and professional manner
  • Prepare detailed financial review documents for clients' investment portfolios and performance
  • Liaise with fund managers and maintain client portfolios through advanced financial planning software
  • Assist in prioritizing client contact for our financial experts to meet their expectations
  • Ensure end-of-month processes are finalized and accurate reporting on financials is maintained
  • Maintain our customer relationship management system and focus on continuous improvement

Requirements

For this role, we are seeking an individual with:

  • Previous experience or knowledge within the financial planning industry
  • Demonstrated ability to deliver exceptional customer service
  • Experience working in a fast-paced team environment
  • Excellent problem-solving skills and attention to detail
  • Strong planning and organizational skills with the ability to multitask and manage multiple service standards and deadlines
  • Advanced skills in Microsoft Office applications, particularly Excel
  • Strong numeric skills

Additional Requirements

This position requires a degree in finance or a related field, or progress towards completion of such a degree. We also place a strong emphasis on ongoing professional development and training.



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