Financial Planning Assistant

4 days ago

Perth, Western Australia Nexia Australia & New Zealand Part time

Modern CBD offices
- Work-life balance
- A great firm with a great culture

**Financial Planning Assistant - Part-time**

We are well established CA accounting practice based in the Perth CBD. An opportunity has been identified for a Financial Planning Assistant to join our Financial Solutions team with flexible hours, part time (minimum 15hrs/week).

Nexia Perth is the 8th largest accounting firm in the world. Joining Nexia is about more than just gaining the knowledge and skills to perform in your new role, it's about becoming a member of our valued team.

**The Role**

In this role you will:

- Work as part of the Financial Solutions Team to support the Financial Planners and Directors in implementing financial advice and recommendations
- Provide efficient and confidential administrative support to the team members and clients
- Liaise with a broad range of clients and relevant contacts at a high level of professionalism
- Attend to client queries in a friendly, prompt and professional manner

**About you**

You will have:

- Proven administration experience in a professional environment
- An interest in financial services and wealth management
- Strong interpersonal skills and are articulate
- Excellent knowledge of the Microsoft Office suite, past experience with financial planning software such as XPlan preferred but not necessary.
- Strong attention to detail, excellent time management skills and task focussed approach
- A proactive and analytical approach to problem solving
- Demonstrated commitment to delivering quality outcomes
- A team culture and can-do attitude
- Ability to work in a dynamic and changeable environment effectively, managing multiple priorities
- Ability to work autonomously and within a team

**About us**
Nexia exists to help people and enable them to grow and become successful. That's why we partner with our people and clients to provide innovative solutions that support their journey to success. We are a firm that is sustainable, diverse and proactive, with an awesome culture: this is Nexia for You.

The Nexia Australia network, supported by global links to Nexia International provides a full-service solution to a diverse range of clients from large corporate organisations to privately owned businesses as well as high net worth individuals. The Perth office is based in Perth's CBD with 13 Directors and 100+ staff.

Here at Nexia, we value those attributes that demonstrate respect for others, belief in our colleagues as well as honesty and integrity in all dealings with peers, clients and stakeholders. We are also a very supportive and social firm with a wide range of social events and activities throughout the year, as well as an emphasis on wellbeing.

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