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SalaryWe are seeking a highly motivated and driven individual to join our team as an Admin/CSO in our reputable financial planning firm. This is an excellent opportunity for someone who is eager to kickstart their career in the financial sector and grow within a dynamic organisation.
Responsibilities:
- Provide administrative support to financial planners.
- Assist in organising and scheduling appointments and meetings.
- Manage and maintain client databases, ensuring accurate and up-to-date information.
- Prepare and process documents, including correspondence, reports, and presentations.
- Perform general office duties such as filing, photocopying, scanning, and mailing.
- Handle incoming calls in a professional and friendly manner.
Requirements:
- Highly motivated and driven individual.
- Excellent time management and organisational skills to effectively prioritise tasks.
- Strong attention to detail and accuracy in completing administrative duties.
- Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Excellent verbal and written communication skills.
- Ability to maintain confidentiality and handle sensitive information.
- Strong interpersonal skills and the ability to work well in a team environment.
- Competitive salary.
- Opportunities for professional growth and development within the company.
- Supportive and collaborative work environment.
If you are a self-driven individual with excellent time management skills and a keen interest in the financial planning industry, we encourage you to apply for this exciting opportunity. Join our team and contribute to the success of our organisation while advancing your career in the financial sector.
To apply, please submit your resume, along with a cover letter detailing your interest in the position. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Ready Advice is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
Summary of role requirements:
- Flexible hours available
- No experience required for this role
- Working rights required for this role
- Expected start date for role: 04 March 2024
- Expected salary: $50,000 - $55,000 per year
