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Financial Planning Administrator

•    Essendon Fields location

•    Competitive salary

•    6 month contract



About the role:


Successful accounting practice based in Essendon Fields. Collaborative team of 50 people with a high level of professional development.  Dynamic and energetic work culture with the resources, training and technology of a global firm.

Supporting the financial planning team, the successful candidate will have experience in an administrative capacity for a financial planning business, and be available to work on a 6 month contract.   


Key duties:
  • Provide administrative support to paraplanners as needed
  • Accurate and timely record keeping of both client files and XPLAN
  • Liaise with investment product providers to assist and resolve client queries
  • Complete and follow-up tasks associated with on-going review for a client as required
  • Collect client data and prepare required documentation and reports as required

Key skills:
  • Proficient in using a variety of Financial Planning Software XPLAN (preferred)
  • Minimum of two years’ experience as an administrator in a financial planners
  • Excellent customer service and communication skills

Job Offer:
 
Competitive hourly rate

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.