Address
Form of workAbout us
We are an Accounting and Financial Planning business who help small business and their owners make smart decisions with their money.
Qualifications & experience
- Can do attitude and strong attention to detail
- Prior administration experience with minimum of 5 years in Financial Services.
- Xplan experience preferred(not essential)
Tasks & responsibilities
- Customer and supplier contact
- Document management & preparation of key documents - Service Agreements, Information questionnaires, Fund manager reports.
- Appointment Bookings / Calendar Management
Benefits
- Modern office based in the coastal town of Hervey Bay
- Flexible work hours available.
- Weekly pay cycle.
- Progressive Financial Services business with career progression
- Education support
