AddressAbout Us:
Since our commencement in 2004, Continuum Financial Planners has been dedicated to delivering expert financial advice and wealth management solutions. We are a dynamic and growing financial planning firm that believes the cornerstone of effective service lies in our ability to listen, understand, and genuinely care for our clients.
About the Role:
We are seeking a motivated and detail-oriented Administration Assistant to join our team. This role offers a fantastic opportunity for Career Development within our company. The successful candidate will play a key role in supporting our advisers and will be integral to maintaining and enhancing our client relationships. This role is ideal for someone with keen attention to detail and a positive disposition.
Key Responsibilities:
- Provide administrative support to financial planners
- Manage client appointments and maintain accurate records
- Prepare and process client documentation and correspondence
- Handle incoming calls and emails, providing excellent client service
- Assist in the preparation of reports and presentations
Qualifications and Skills:
- Previous experience in an administrative role is preferred but not essential
- Strong organisational and time management skills
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Ability to work independently and as part of a team
- Attention to detail and high level of accuracy
- Willingness to learn and develop new skills
What We Offer:
- Experience: Candidates with experience in financial planning or related fields will be given favourable consideration
- Career Development: A competitive salary with opportunities for advancement and professional development within a supportive and growth-oriented environment.
- Flexibility: Benefit from staff flexibility options such as scheduled work-from-home days post-probation.
Apply Now:
If you believe you are the right person for this role and would like to join the Team at Continuum Financial Planners, please submit your resume along with a cover letter via SEEK.
