Finance Administration Support Officer

3 days ago

Ravenhall, Australia Australia Wide Wealth Pty Ltd Full time

We are looking for highly motivated staff to join our dedicated Finance business. If you are a committed individual with strong organisation skills and initiative, WE WANT YOU

We are financial planning business and also offer mortgage solutions.

**The Role**:
As a Finance Support Officer, you will assist by providing continuous support and management. The role predominantly involves administration including data entry, analysis of the client file, preparing documents, follow up with clients, and workflow management through to implementation and supporting the team to achieve set targets.

Some of your key duties and responsibilities will include the following:

- Provide **administrative support** to the financial planner.
- Assist in drafting **client annual reviews, fee consent renewals, and financial statements**.
- Oversee **advice implementation, investment portfolio updates, and client annual reviews**.
- Handle client inquiries and provide **timely, professional responses**.
- Contribute to improving **administration systems and processes**.
- Manage **client communications** and schedule appointments.
- Maintain and update **client records**.
- Prepare various documents for financial planning.
- Performing all relevant compliance checks
- General office and administration duties
- Managing marketing tasks including social media and newsletter services

**About you**:
**Previous finance experience is preferred in financial planning or mortgage broking or customer service experience in the service industry.**
- Previous experience in a support role for a mortgage broker or financial planner or in a lending role as either Broker Support Officer, or Personal Lending Consultant; or tertiary qualification(s) in a business discipline is preferable.
- Strong interpersonal skills with the ability to negotiate and influence
- High attention to detail and the ability to prioritize competing deadlines in a fast-paced environment
- Above all else, you will be a self-directed, motivated team player who is skilled at managing their time and workload
- High levels of **accuracy, initiative, and a proactive approach**.
- Excellent **verbal and written English communication skills**.
- Confidence, enthusiasm, and a professional presentation.
- Proficiency in **Microsoft Office (Word, Excel, PowerPoint, etc.)**.
- A strong **team player** mindset.

**What do we offer?**
- Competitive Salary
- Reward and recognition for high performance
- Future business opportunities and support

**Job Types**: casual / part-time

Part-time hours: 2-3 days per week

Pay: $33 per hour (including casual loadings) + super

**Job Types**: Part-time, Casual

Pay: From $33.00 per hour

Expected hours: 16 - 24 per week

**Benefits**:

- Referral program

Schedule:

- 8 hour shift

Supplementary Pay:

- Performance bonus

**Education**:

- High School (Year 12) (preferred)

Work Authorisation:

- Australia (required)

Work Location: In person

Application Deadline: 01/06/2025
Expected Start Date: 16/06/2025

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