We are a boutique wealth management and financial advisory firm with a diverse client base, located in the CBD. Due to continued growth, we currently have a need for a Financial Planning Administrator, that is ready to take on a busy support role to improve the quality and efficiency of the internal processes.
This is an exciting entry level opportunity for a motivated individual to join us as our Financial Planning Administrator and to support our Wealth Management division by delivering a range of client service and administrative support duties, including but not limited to the following:
Provide support to a team of two
Maintain client portfolio administration including set up of new clients
Liaise with and respond to client enquiries including coordinating client communications on behalf of the Financial Advisers
Coordinate and review required client information prior to client meetings
General administration and client database maintenance (using Adviser Logic)
Ensuring Advisers are supported in daily activities by providing high level support
Manage Work in Progress report We are seeking someone at the Graduate level who has an interest in developing a career in financial planning/services as there is huge potential for this role to develop and progress for the right candidate.
To be considered for this role, you must demonstrate the following:
Ability to work in a high pressure, high performance work environment
Initiative and ability to work both autonomously and as part of a team
Exceptional attention to detail with the ability to prioritise, multi-task and with excellent time management skills
A high level of professionalism with a welcoming and personable manner
Excellent communication skills, both verbal and written
Process driven This is an excellent opportunity to make this position your own, develop your career and be part of a culture that strives to really make a positive impact on our clients. We are passionate about providing the best possible service and advice to our clients and are looking for a like-minded person to join us.