Job Details
  • Reference377192B_1625819955
  • LocationEdgecliff, New South Wales
  • Job TypeFull Time
  • Posted24 days ago
  • ConsultantAnson Lam

About the Company:

Our client is a boutique that specialises on high net worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for high net worth clients who lack strategy to plan and grow their wealth in the most effective way.

Our clients are looking for a strong Financial Services Administrator with great attention to detail to join their team. This role is also open to Financial Planning Graduates looking to get their foot in the door.

The Role:

  • Timely and accurate implementation of all advice documents
  • Follow up on documents from clients
  • Update XPLAN database
  • General administration tasks; filing, shredding, photocopying, scanning, mail opening
  • Assist with meeting preparations for clients
  • Complete adhoc tasks and work on best practice strategies

Skills & Experience:

  • Must have experience in Financial Services Administration
  • Open to taking Financial Planning Graduates
  • Experience with Financial Planning software is desirable XPLAN
  • Excellent telephone manner and relationship management skills

For a confidential discussion please email or click on the apply button below.