AddressBounce Financial is a financial planning business located in Fortitude Valley. We are seeking an Administrative Assistant to join our small team to work 4 days a week (Monday to Thursday).
The pay scale for the role is $40,000 to $52,000 + Super (A full time equivalent of $50,000 to $65,000 + Super) and is dependent on experience.
ABOUT BOUNCE FINANCIAL: Bounce Financial was established in 2015 and specialises in providing financial advice to professional families who are navigating life’s big financial challenges like having children, buying a house and saving and investing for their future.
ABOUT THE ROLE:
- 4 Days- Monday to Thursday 8:30 to 5pm (Hello 3-day weekend!)
- This role is predominately office based at this time with some WHF to be included.
- Preferred start date is Monday 10 June 2024 but can be later if required.
- Seeking preferably an experienced Administration Assistant who is comfortable to work autonomously.
- Experience in Financial Planning would be preferred but any experience in similar service businesses such as Accounting, Law Firm etc would be considered favourably.
- University students who do not have experience but are studying a similar area of study will also be considered.
- You will receive training in all things financial planning and this would suit somebody who is interested in finance or money.
RESPONSIBILITIES:
Responsibilities will include:
- Diary management and liaising with clients
- Telephoning clients, insurance and super providers and seeking information
- Day to day management of the client journey
- Basic data entry into different software
- Electronic filing
- Preparing documents to be completed by the financial adviser
- Scanning, printing and completing super and insurance application forms
WHY BOUNCE FINANCIAL?
This role is the perfect opportunity for someone looking to take a role and make it their own. This exciting role has potential to develop into more and provide multiple opportunities as the business continues to grow.
We have the option of offering flexibility to suit your situation so this role would suit perfectly anyone who is looking for a workplace that has the flexibility to fit into their life or is looking for a role to complement their university study.
ABOUT YOU
The ideal candidate will:
- Be resilient and positive
- Be able to work autonomously without being prompted
- Be honest and reliable
- Have strong time management and organisation skills
- Have the ability to work under pressure and remain calm in a fast paced environment
- Be flexible and motivated
- Be able to multi-task and meet deadlines with conflicting priorities
- Have a high level of attention to detail
- Have intermediate knowledge of Microsoft Word, Excel and Outlook
Please apply by sending a resume and cover letter to Ben Brett by clicking the ‘Apply button below. Only successful candidates will be contacted.
