AddressThis role reports to the Client Services Manager. The responsibility of this vital team member is to support our administration and financial planning team.
With a good attention to detail and an ability to work independently this role would ideally suit a fast learner looking for an entry point into Financial Planning.
Essential Skills required
- Good IT skills
- Time management and ability to self-manage
- Good problem solving skills
- Accurate and efficient data entry
- Ability to work in a team environment
Desired Experience
- Administration/Record keeping
- Inbound phone support
- Knowledge of Xplan software an advantage
- Reception cover
Key Result Areas
- Client Services
- Administration
- Data Integrity and File Management
- Compliance
- Values
Summary of role requirements:
- Looking for candidates available to work:
- Monday: Morning
- Tuesday: Morning
- Wednesday: Morning
- Thursday: Morning
- Friday: Morning
- 1 year of relevant work experience required for this role
- Working rights required for this role
- Expected salary: $50,000 - $60,000 per year
