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Financial Planning Assistant

•      Hawthorn location

•      Close to public transport

•      Fun and friendly environment


About the role:


This medium sized professional services business based in Hawthorn is seeking a Financial Planning Assistant to join their firm.

Supporting a team of Financial Planners, this is a permanent opportunity for a driven administrator to hit the ground running in a collaborative and flexible environment.


Key duties:

  • Diary management
  • Scanning and managing mail
  • Manage telephone enquiries
  • Meeting preparation
  • General ad-hoc duties


Key skills:

  • 12 + months as an administrator supporting team of Financial Planners
  • Proficient in MS office suite
  • Excellent customer service and communication skills



Job Offer

Competitive salary

To apply for this position, please click the 'Apply Now' button below.  For a confidential discussion, please contact Sophie Roper on 03 8547 1372

Please note: only successful applicants will be contacted.