Financial Planning

4 days ago

Echuca VIC, Australia Rich River Wealth Full time $25,000 - $65,000 per year

A boutique Financial Planning business with offices in Echuca, Swan Hill and Bendigo is currently seeking a Trainee to join their team in the Echuca office, providing high quality service to our valued clients.

The successful candidate must have excellent computer skills, attention to detail and be natural talking with people.

About the role

  • Customer service based role assisting the team with all aspects of admin;
  • Maintaining our records via CRM software;
  • Use of Microsoft office, especially Microsoft Outlook (emails) and Microsoft Word; and
  • Liaising with financial businesses such as Superannuation funds & life insurance companies to handle the processing of applications & general administration.

You will also work towards completing a nationally recognised qualification in Certificate III or IV in Financial Services.

Job Types: Full-time, Part-time, Casual, Apprenticeship

Pay: $25,000.00 – $65,000.00 per year

Work Authorisation:

  • Australia (Required)

Work Location: In person

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