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Administrative Assistant - Financial Planning

Job No: RS31685
Location: Bentleigh, VIC

  • EARN up to $66,000 pa | Negotiable Based on Experience 

  • Join a Leading Financial Planning and Advisory Business 

  • Utilise Your Administration Skills & Invest in Your Career 

Our Client

Our client has been operating for over 12 years and offers financial services and advice to its clients relating to finances, retirement planning, investment and risk insurance. Come and join a vibrant team and successful business that has an impressive history and continues to grow and go places! They love using technology to be efficient, process driven and paperless. They are now looking for someone to help them continue to strive to improve how they service their clients and run the business.

The Opportunity

They currently have a great opportunity for an Administration Assistant to join their team in Bentleigh, VIC with to potential to earn up to $66,000 pa | Negotiable salary between $50,000 - $60,000 pa + superannuation. 

The primary purpose of this position is to provide quality administrative support to the financial planning division. Reporting to the Director your responsibilities include:

  • Manage the day to day workflow and client review processes
  • Co-ordinate client data and manage reporting requirements
  • Liaise with clients and respond to any queries or administrative needs
  • Use various platforms to implement advice, purchase investments and organise applications
  • Other ad hoc duties including client events, marketing and social media related tasks as required

About You

To be successful in this role you will have a 12+ months financial planning administration experience and some exposure to Xplan. Additionally, you must have strong computer skills including MS Word and touch typing skills

Any experience with investment and superannuation platforms, insurance applications and advice and working with clients who have SMSF's and multiple entities would be desirable. 

Someone who is energetic, friendly, has an eye for detail and a desire to complete work to a high standard would be ideal for this role.

What's in it For You? 

  • Benefit from on the job training and clear opportunities for career progression
  • Become part of a young, dynamic team with a fantastic company culture 
  • Enjoy regular lunches and activities with the team, funded by the business
  • Avoid the city commute and enjoy free onsite parking or a 2 minute walk from the train station

If you are a hard worker and keen to develop your expertise in this field then this is the role for you!  Don't miss out on this fantastic opportunity!  Apply today we would love to hear from you!


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Good Luck from the Recruit Shop Team!

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