
Financial Planning Office Administrator
2 weeks ago
About us
We are a young, family based financial planning practice in the heart of Port Adelaide. We provide financial advice to clients both locally in Adelaide as well as regional areas across Australia such as Mildura and Broken Hill.
Qualifications & experience
- Entry Level position (any administration qualifications or experience is helpful but not required).
- Must be confident on the phone and interacting with clients
Tasks & responsibilities
- Answering client queries via phone and email
- Managing adviser diaries
- Assisting advisers with client adhoc tasks
- Lodging paperwork and following up in a timely manner
- Scanning and data entry
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