Administration & Adviser Support

Modern and well-equipped office located on the City Fringe.
- Enjoy Employee Benefits such as flexible working hours and a Personal Career Dev
- Full-time position with a fun and inspiring team.

**About the Opportunity**:
Do you have a positive approach to your work? Are you someone who is willing to learn new processes, shows initiative and takes pride in achieving required outcomes? Then this role may be just for you.

Due to an internal promotion, dmca advisory are looking for a great communicator, someone who can build rapport quickly and is willing to do whatever is required to provide exceptional service to their clients.

**About the Client**:
At dmca advisory we take an integrated approach to our clients’ financial wellbeing. We endeavour to ensure our clients will always experience the same high levels of service no matter who they are dealing with, through our utilisation of effective systems & procedures.

Our clients include small to medium businesses, high net worth individuals and people wanting to plan for a better financial future. We have a genuine passion for guiding our clients to achieve financial freedom for lifetime success.

We focus on attracting the best people in the business to our team and have implemented many employer of choice initiatives to reward our team for excellence. These initiatives include flexible working hours, ongoing career development and an employee wellbeing program with a focus on supporting charitable causes and communities.

**Key Responsibility Areas**:
**Administration**:

- Provide comprehensive administration support for clients and advisers, covering tasks like scheduling, invoicing, fee tracking, debtor management, database maintenance, liaising with clients and advice implementation.
- Support the broader dmca business administration, including reception backup and other assigned responsibilities.
- Assist advisers in compliance management, including tasks related to Fee Disclosure Statements (FDS) and Ongoing Review Service documents.

**Client Service**:

- Interact with clients to assist with advice implementation
- Address client queries on various financial advice areas, including investments, insurance, superannuation, and retirement planning.

**Assist with Financial Planning Advice Delivery and Ongoing Service**:

- Proactively support the team in delivering advice aligned with client goals.
- Assist with advice implementation, including document preparation, investment coordination, file management, and follow-ups.
- Contribute to ongoing service activities, performing pre-review checks, updating client information in Xplan, and assisting Financial Advisers in addressing outcomes from review meetings.

**Business Development**:

- Assist Financial Advisers in preparing for marketing and seminar activities.
- Proactively follow up on new client leads and referrals as requested.

**“What you look like” and need to demonstrate to be successful’**:
Essential
- Minimum of 2 years professional services experience in a similar role;
- Strong communication skills;
- Proficient with use of Office 365 suite of products;
- Experience dealing with clients in person, over the telephone and online.

Desirable
- Proficient with Xplan or similar financial planning software.
- Exposure to financial services administration processes including booking meetings, assisting with review preparations and implementations.

**What can the Company offer?**
dmca values the contribution of team members, and provides several ‘employer of choice’ benefits including:
- Competitive salary and rewards for meeting team targets and productivity.
- Personal career development plan for long term career progression and development.
- Flexible working arrangements to support work life balance.
- Fun, team environment with casual Friday’s, social club and other team incentives.
- Employee Wellbeing Program, including onsite monthly massages and regular team challenges.
- Modern and well-equipped office located on the City Fringe.
- A paid leave day off for birthday or other special anniversary.

**Sound like you?