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Form of workOur local Financial Advice firm has been established for over 14 years in Maroochydore and we provide individually tailored client strategies and services. Our growth in clients and funds under management (whilst implementing new technology and processes), means we need another competent staff-member.
Your role will provide valuable team and client support including communicating in person, on the telephone and through digital processes (emails, systems, portals, etc.).
Duties include:-
- Reception tasks - incoming calls, greeting clients.
- Booking appointments, meeting preparation and diary management.
- Documentation management (data gathering, advice statements, applications).
- Actioning/monitoring/finalising various workflows, tasks and requests for clients, investment/insurance providers and the team.
- Updating client records (SharePoint filing, data entry into Financial Advice CRM and provider platforms).
- Administration assistance for Financial Advisers and ParaPlanner.
- Keeping office, kitchen and boardroom tidy and neat.
- Other tasks as requested.
Experience in a Financial Advice practice (or completing an associated qualification) would be ideal, however ability to learn plus the following qualities and skills will be well-regarded.
- High level of Microsoft Office suite proficiency (Word, Excel, Outlook, SharePoint, Teams).
- Professional, clear and helpful verbal and written communication.
- Quickly familiarise with specialist software and CRM.
- Knowledge or understanding of insurance, superannuation and investments.
- Experience with compliance to regulatory and/or licensee requirements, cyber security and privacy.
- Commitment to accurate and diligent adherence to policies and procedures.
- Meticulous record keeping and data entry.
- Conscientious team player.
Please submit your application with resume to reception@ppstrategies.com.au before 22nd March 2024.
