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Form of workAbout Us
My Wealth Solutions is a growing multi-award winning boutique Financial Planning firm with a family-owned spirit at heart. Founded in 2011 with the goal of helping everyday families achieve financial success through professional guidance and support, we are focused on helping our clients build a brighter financial future in a way that is right for them. Every member of the My Wealth Solutions team is dedicated to working together to achieve the best outcome for our clients, whilst continuously striving to improve ourselves and the service we deliver. And that’s all while making time in our busy calendar for team building and social events.
About the role
We are on the hunt for a driven and enthusiastic Administrative Assistant and to join our fast-paced team. In this role, you will be working closely with Financial Advisers to provide exceptional service and support to our clients. As an organisation with a strong focus on coaching and development to provide career progression, this is a fantastic opportunity for a Financial Planning student or recent Graduate seeking to further their experience in the industry.
Success in this role will require exceptional time management and organisational skills, the ability to manage competing priorities and a genuine desire to learn.
Responsibilities include but are not limited to:
- Liaising with clients and providing superior service
- Managing incoming and outgoing correspondence
- Maintaining client files and lodgement of these
- Greeting clients and managing reception responsibilities
- Managing Adviser diaries
- Performing a range of administrative duties to support advisers and the broader office
- Keeping track of outstanding client requirements and pro-actively following up
- Checking, lodging and following up all client applications and recommendations.
- Complete client research to support preparation of Statements of Advice.
- Accurate preparation of client forms in a timely manner
- Respond effectively and quickly to client enquiries
- Positively participate in business improvement objectives to support overall growth of the business
Our Ideal Candidate will have:
- Experience within a similar role (preferred)
- Good knowledge of the Financial Planning sector
- Experience with XPlan software (preferred)
- Excellent organisational, communication and interpersonal skills.
- Intermediate level experience with Microsoft Office (Word, Excel, Powerpoint, Outlook)
- Excellent presentation and a polite, professional manner
- Strong attention to detail
- A committed and caring attitude focused on productivity, quality service, team goals and outcomes
- A desire to learn and grow
As a family business, we want to help our team members achieve their full potential. This is what we offer in return:
A competitive salary along with a strong focus on development and career progression and the ability to grow with the business.
A friendly, open-minded team environment with mentoring and support from a team of experienced financial advisers. You will be working alongside supportive staff that are committed to ongoing professional development and training.
Regular team building and social events, scheduled work from home days and a half day one Friday per month.
The opportunity to make a difference in a vibrant work environment focused on team improvement and success.
If you think you would be the right person for this role, please submit your resume in PDF format along with your cover letter. Please note providing cover letter is a must if we are to assess your application.
