Company

My Online AdviserSee more

addressAddressMaroochydore, QLD
CategoryAdministrative

Job description

My Online Adviser was established in 2019 with the goal of becoming the leader in the financial planning sector.  We provide comprehensive advice in an uncomplicated manner, ensuring our clients are educated and thus empowered financially. 

Leveraging technology gives us the ability to deliver advice promptly, a crucial aspect in today’s fast-paced world.  We feel this is what sets us apart from other peer industry professionals.

We have also been awarded the 2022, 2023 and 2024 Product Review Award for Financial Services, and aim to, with the continual positive feedback from our clients, receive many more.  

We strive to provide a top-tier service to our clients, and in turn, provide our staff with a wholesome and gratifying work culture.

Our team is bursting with high-performing, outgoing individuals.  We work collaboratively to drive the success of the business. 

We are looking for a part-time Junior Administration Assistant to join our team!

POSITION DESCRIPTION

  • Assisting the team with general administrative duties
  • Actioning of physical and electronic mail
  • Corresponding with clients and superannuation funds to obtain necessary documentation to complete tasks
  • Updating client information on our CRM, super and insurance portals

REQUIRED SKILLS

  • Excellent communication skills
  • Reliable, hardworking, and self-motivated
  • Excellent attention to detail, ability to think on your feet and problem-solve
  • Basic computer skills 
  • Fast learner with the ability to prioritise tasks and work under pressure

WHAT WE OFFER

  • Competitive salary and incentives
  • Flexible working arrangements
  • Autonomy in your role
  • Energetic and friendly work environment
  • Ongoing training and development
  • Annual team-building activities and events

If you are looking for the next step up in your career while being a part of a motivated modern workplace that embraces innovation and strives to help everyday Australians, then please apply now.

Only shortlisted applicants will be contacted. 

Refer code: 2127821. My Online Adviser - The previous day - 2024-05-05 13:32

My Online Adviser

Maroochydore, QLD
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