Administrator

2 days ago

Port Adelaide South, Australia GEM Planning Full time $45,000 - $60,000 per year

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.

Position Description

Position Title:

Administration officer

Reporting To:

Office Manager

Position Summary:

Assist with various office tasks within the back office of the GEM group.

Duties:

  • Reception duties.
  • Preparation of client information packs.
  • Calls.
  • Follow ups - client pending paperwork.
  • Lodgements.
  • Assisting financial planners / office manager.
  • Compliance.
  • Filing/Copying/Scanning/Mailing.
  • Any other task we may suitably request of you.

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

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