Administrative Support Professional
3 days ago
We are seeking a highly organized and detail-oriented individual to join our team as an Administrative Support Professional. 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 an Administrative Support Professional, your primary responsibility will be to provide administrative support to the Financial Planning team, manage and maintain accurate client databases, prepare and lodge applications for clients, and implement client advice and recommendations. Your tasks will include:
• Providing administrative support to the Financial Planning team
• Managing and maintaining accurate client databases
• 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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