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Form of workAbout us
Infineight Financial is a leading financial planning firm dedicated to providing exceptional service and guidance to our clients. Our goal is to help make peoples dreams come true. We are a family run practice looking for someone to join our team to assit with administrative tasks.
Qualifications & experience
- Experience with X-Plan Software is not essential but preferred.
- Experience with Centrelink, insurance, statements of advice reviews, dividends and shares desirable but not essential.
- Excellent computer skills including word, excel, internet and email.
- Excellent organisational and time management skills
- Minimum 2 years Admin experience
- Excellent customer service skills and a friendly demeanour
- A strong desire to develop, learn and grow within the business.
- Highly proficient and efficient with administrative tasks and projects
- The role may suit a mum returning to work as we could be flexiable with work hours
Tasks & responsibilities
- Provide excellent customer service to all financial planning clients, including being the first point of contact via telephone and email
- Provide administrative support to financial advisers.
- Schedule financial planning meetings, including reviews and new planning meetings.
- Securely retain client documents in line with legislative and internal policies and procedures.
- Prepare financial documentation before client meetings and upon request.
- Assist clients and staff with implementing and administering financial planning actions such as insurance, new account openings, and transfers.
- Maintain client confidentiality.
Benefits
- Fun and flexible environment, including hybrid work from home and office options
- Competitive salary commensurate with experience
- The ability to help make peoples dreams come true
- Opportunities for career progression and professional development
- Great Location
- Competitive salary negotatible depending on expirence
