Financial Planning Administration Assistant

2 weeks ago

Adelaide, South Australia Optimal Financial Services Full time $45,000 - $60,000 per year

We are a professional financial planning and stockbroking firm located on the southern fringe of the CBD. We pride ourselves on achieving the best outcomes for our valued clients.

As a valued member of our company, you will be a part of a friendly team that relies on efficiency and initiative. By being a part of our team, you will gain a thorough understanding of the financial planning industry. You will receive full training and will be mentored by our experienced team members to help you gain a solid foundation for working within our organisation.

Your new role:

You will be responsible for providing a range of finance-related and general administrative support services to the Managing Director and the organisation.

Specific responsibilities include:

  • Assisting with general reception duties (including directing calls and greeting clients)
  • Diary management
  • Administrative support for the Managing Director
  • Preparation of investment reports and other client correspondence
  • Administrative assistance in preparing and implementing client advice documents

To be considered for this position you will:

  • Be a highly motivated individual who is able to use their initiative
  • Enjoy multi-tasking and problem solving
  • Have excellent time management and organisational skills
  • Possess effective verbal and written communication skills
  • Have a high level of attention to detail and confidentiality in all things
  • Have a competent level of understanding in relation to MS Word, Excel and Outlook

Preferred experience includes:

  • Previous experience within an administrative role preferred
  • Previous experience in operating Xplan preferred
  • Have obtained, or be in the process of obtaining, an undergraduate degree in business, commerce, law or financial planning.

We envisage the hours worked to be 37.5 hours per week, Monday to Friday (with some room for flexibility for study commitments).

This is a truly unique opportunity for an experienced administration assistant looking to further their knowledge of the financial planning industry. The role would be suitable for undergraduate students currently completing studies in  business, commerce, law or financial planning.

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