About Us
We are a growing Financial Planning business with offices in Echuca, Swan Hill & Bendigo. We provide high quality service and advice to our clients.
About the Role
This is an administration-based role supporting the Swan Hill office. Tasks include:
- Liasing with various Superannuation funds and life insurance companies to implement advice and check on progress.
- Gathering and preparing reports for the Financial Planners and clients.
Requirements
- Excellent communication skills and phone manner.
- High attention to detail.
- Organisational skills.
- Demonstrate a strong customer focus with a positive, can-do attitude.
- Excellent communication skills.
- Advanced computer skills.
- Casual employment with up to 38 hours per week.
Summary of role requirements:
- Looking for candidates available to work:
- Monday: Afternoon, Morning
- Tuesday: Afternoon, Morning
- Wednesday: Afternoon, Morning
- Thursday: Afternoon, Morning
- Friday: Afternoon, Morning
- No experience required for this role
- Working rights required for this role
- Expected start date for role: 18 March 2024
- Expected salary: $30 - $35 per hour