Financial Planning Administration Assistant

12 hours ago

Orange New South Wales, Australia Yates Baker McLean Full time $60,000 - $80,000 per year

Financial Planning Administration Officer

with YBM Financial Planning Pty Ltd

About the business and the role

We are a boutique financial planning practice, within a large Accounting Practice. We provide clients with a range of services and financial solutions. For over 20 years we have delivered excellent customer service and financial planning advice to enable our clients to have a more secure financial future. We require an honest, independent worker with excellent time management skills, pride in their work, eagerness and flexibility to learn new skills and be responsible for the delivery of high quality outcomes and support of the financial planning team.

Benefits:

  • Friendly and supportive workplace and team
  • Flexibility that enables a sensible work/life balance
  • Opportunity to learn and grow in a business that values knowledge and education
  • Working in a centrally located office.

Skills and experience:

  • Ideally candidates will have worked in the financial planning industry or similar and be familiar with the services and products as well as tools employed, such as Wrap platforms and Xplan.
  • MS Office skills at an advanced level are a prerequisite – Outlook, Excel and Word as a minimum.
  • Must have a can-do attitude and the ability to manage multiple tasks
  • Be prepared to roll up your sleeves and get involved in whatever needs to be done
  • Have a Proactive mindset
  • Excellent organisational skills coupled with solid interpersonal and communication skills are vital
  • A small office requires staff to work in a highly collaborative and supportive way
  • Tertiary qualifications in Financial Planning are advantageous but not essential.
  • Australian work rights are required for this position.

Job tasks and responsibilities

Reporting to the Financial Planner, your tasks will include but not be limited to:

Client Service:

  • Admin support to Adviser.
  • Maintenance of Xplan database
  • You will develop an in-depth knowledge of client's financial situations.

Office Admin:

  • First point of contact for all incoming communication, including calls
  • Filing and Scanning mail,
  • Smooth and efficient running of the office.
  • Assistance with marketing activities such as client mail outs, organising Client Seminars and other general duties supporting the office and clients.

Compliance Responsibilities

  • Ability to maintain compliant client files
  • Comply with ethical standards
  • Manage customer service agreements, FDS and other compliance requirements.

Job Type:

  • Full-time is preferred but part-time with a minimum of 25 hours per week over 5 days will be considered.

Experience:

  • Experience in a Financial Planning office is preferred but not essential.
  • Administrative role for at least 2 years.

If this sounds like the perfect role for you, we invite you to apply.

How to Apply....

Please submit your application with a covering letter and resume through SEEK as soon as practicable. Please note that only shortlisted candidates will be contacted.

Apply now or contact us confidentially to discuss this opportunity further.

Find out More...

Sharon Lord Director

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