Administration Assistant - Financial Planning

Job No: RS37446
Location: Cleveland

  • EARN a Negotiable Salary + Super | Based on Experience 

  • Established & Highly Respected Accounting & FP Practice  

  • Full-Time Role with Flexible Hours | Immediate Start  

About The Company 

Our client was established in 1969 and are a trusted accounting and financial planning firm based in central Cleveland. They have a strong belief that their employees are their greatest asset and ensure their clients receive the best possible service at all times. The collective group delivers solutions and advice on all aspects of tax, financial planning, business strategies, investing, superannuation and insurance.

About The Opportunity

Due to the recent restructuring of their financial planning and insurance business, they are now looking for a Financial Planning Administration Assistant to join their company in Cleveland, QLD.

Reporting to the Director some of your responsibilities will include:

  • Diary management for the advisor 
  • Answering all incoming calls from clients and professional contacts
  • Liaise with fund managers and internal departments with client queries
  • Contact clients to arrange meetings and prepare the advisor
  • Preparation of records of advice
  • Implementing client recommendations 
  • Administration of Xplan database and client portfolios 
  • Assisting with client seminars, general housekeeping and office duties

About You 

The successful candidate will have:

  • Previous experience in a similar role in the Financial Planning industry
  • Strong computer skills including MS Office and Xplan
  • Excellent communication skills with the ability to write documents and letters 
  • Strong time management with the ability to multitask and prioritise 
  • The ability to work autonomously as well as within a small team
  • A can-do positive attitude

What's in it for You?

  • Join an Established & Well Respected Firm
  • Focus on Providing Excellence to their Customers
  • Enjoy a Relaxed, Friendly Work Environment 
  • Modern Office in Central Cleveland Location
  • Small Supportive Team with a Great Culture
  • Full-Time Role with Potential for Flexible Hours   
  • Opportunities for Growth & Career Progression 
  • Immediate Start for the Right Candidate 

Apply today and don't miss out starting this opportunity as soon as possible!


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