Administration Assistant

2 days ago

South Melbourne, Victoria, Australia Hughes Forbes Financial Services Full time $40,000 - $60,000 per year

About Us

We are a boutique Financial Planning firm based in South Melbourne. We work closely with our Chartered Accountants providing high level strategic and investment advice to High Net Worth Individuals, Business Owners and Self-Funded Retirees.

Who are we looking for?

We're looking for an enthusiastic team member to assist with the daily administration of financial planning and investment advisory services.

The Role

Your main responsibilities will be:

  • Assist with document preparation for meetings and implementations

  • Lodgment of forms, tracking and liaising with insurers, sharebrokers, super funds and platforms

  • Investment administration, filing and record keeping

  • Ensuring client files are well maintained and orderly.

  • Data entry and database maintenance

  • Assisting with general office duties such as reception, scanning, mail, etc.

Key Attributes

The successful candidate will possess the following attributes:

  • A strong work ethic, a client-focused approach, and a positive attitude.

  • Attention to detail, care and accuracy are paramount.

  • Adaptability, time management and organisational skills.

  • Excellent verbal and written communication skills.

  • Demonstrated ability to work independently as well as collaboratively within a team.

  • Willingness to learn from an experienced team.

  • Proficient computer skills and competence with Microsoft Office products - Outlook, Word, Excel.

Benefits and Perks

  • A friendly and progressive working environment

  • Opportunities for professional growth and development

  • Work / Life balance is highly valued

If you are interested in this opportunity please forward your resume to Fabian Postiglioni, Managing Director - Financial Planning at ******

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