Entry-Level Administration Position Available

3 days ago

Brisbane, Queensland, Australia beBeeAdministration Full time $60,000 - $80,000
Financial Planning Assistant Role

This entry-level position provides an exciting opportunity to join our team and contribute to delivering exceptional results in a fast-paced environment. You will be responsible for preparing information, meeting packs, updating records, and facilitating the implementation of financial advice that our advisors recommend to clients.

You will also manage, schedule, and confirm client meetings, prepare and review documents, and provide support to clients while answering day-to-day queries.

This role allows you to share your thoughts and ideas around creating efficiencies within the team as you build and maintain a solid understanding of products and processes across various areas.

In this dynamic administration position, you will work closely with our team to understand the needs of clients and develop solutions to meet those needs.

We are looking for someone who is a people person, always on top of their game, adaptable, dependable, and resilient. You will be a quick learner with a hunger for knowledge and a passion for growing and developing your career.

Key Responsibilities:
  • Prepare information, meeting packs, update records, and facilitate the implementation of financial advice.
  • Manage, schedule, and confirm client meetings.
  • Prepare and review documents.
  • Provide support to clients while answering day-to-day queries.
Required Skills and Qualifications:
  • Experience in a similar role or studying financial advice.
  • Strong administration background and a passion for providing high-quality customer service.
  • Great attention to detail, ability to manage and prioritize multiple tasks.
  • Excellent written and verbal communication skills.
Benefits:
  • A supportive and collaborative team environment.
  • Ongoing training and development opportunities.
  • Competitive salary and benefits package.
Diversity and Inclusion:
  • We value and celebrate diversity within our teams.
  • We encourage our people to have an impact on the broader community we serve through volunteering leave.

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