Financial Planning - Administration Assistant

Job Description

We welcome people with disability, Aboriginal and Torres Strait Islander peoples, and people with diverse cultural and linguistic backgrounds. Position Purpose We provide expert financial planning advice to a range of clients in the Geelong, Melbourne and regional areas of Victoria. Our Financial Advisers are experts in providing financial planning advice, with specialist strategies designed to help a variety of Australians. About the Team We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families. You will be working within a small, tight-knit team of under fifteen. Your primary reporting line will be to the Practice Manager. You will support and engage with all members of the team with the primary goal being to provide a high level of customer service to a range of clients across Australia. About the Role We are looking for a team member who is highly motivated and highly engaged to join our staff. You will have a can-do attitude and a willingness to learn. We are looking for a candidate that has a proactive approach to their role and the confidence to identify and implement best practice ideas. This role is not just a run-of-the-mill administration position. You must be detail and process-oriented - to the point of obsession. You must have an interest in the finance and planning industry.Our Practice has high standards for our clients and our team. The role will be challenging, but rewarding.Our Practice is fast-paced and change is the ever-constant in our industry. You will have the ability to adapt quickly, constantly re-prioritise and juggle many duties at once.You will be able to face adversities and challenges head-on and with a positive, forward-thinking attitude. Specific job training will be provided, and salary will be negotiable depending on experience. This exciting role offers a broad range of duties, including but not limited to: Collection of client information from external providers Preparation of client documentation for appointments Assistance with general client queries Attending to the day-to-day administration of our client database Interpreting the compliance and operational issues of the superannuation system Scanning and distributing correspondence Role Specifications Please see below a list of the main physical and psychological work environment characteristics that an employee may encounter while performing the essential functions of this role. Working Environment Working in an open office environment Working in a team environment Managing demanding and changing workloads and competing priorities Computer/screen-based work Requirement to read or otherwise extract information from printed material/signage High levels of phone usage Attending meetings for extended periods Emotional Environment Dealing with confronting and complex situations and information An attention to detail that is above ordinary A solutions-focused approach to challenges and the balancing of priorities Providing empathy to clients in vulnerable and sensitive situations Information Technology and Security Skills Microsoft Office Excel Outlook Internet Explorer Internal software programs Where possible, we will make reasonable adjustments to enable individuals with disabilities to perform the essential functions of the role. Organisational Responsibilities Team members are expected to assume responsibility for the identification of risks, including the evaluation, management and control of all OH&S risks relevant to their area. Take reasonable care for their own health and safety Take reasonable care that their acts or omissions do not adversely affect the health and safety of other persons The sensitive handling of personal and private records and information Your application will include the following questions: Which of the following Microsoft Office products are you experienced with? Do you have experience in administration? How many years' experience do you have in the financial services industry? #J-18808-Ljbffr