Financial Planning Assistant
Do you have experience providing administration support to a number of financial planners? Are your organizational skills outstanding? then read on..
Summary about this job
Financial Planning
Company: Telstra Super
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-8-4346-2291
Fax: +61-7-9325-8267
E-mail: n\a
Site: n\a
Detail information about job Financial Planning Assistant. Terms and conditions vacancy
- Excellent CBD Location
- Australia's largest coporate Super fund
- Great team culture
At TelstraSuper we value our people and our members. We believe Diversity and Inclusion provides us with an edge. It’s the difference that counts and fosters greater innovation, stronger problem solving capability, greater member experience and increased engagement among our people. We are committed to being inclusive, and this is supported through our values and company policies and processes.
Your new role
Reporting to the Regional Manager, your role is to provide support to the Melbourne based Financial Advisers in their dealings and relationships with clients of TelstraSuper Financial Planning and members of TelstraSuper. On a day to day basis your responsibilities will include:
- Act as the first point of contact for our clients and responding to phone and email enquiries as required
- Preparing documentation for client meetings
- Managing administrative duties including updating Coin and managing workflow task that form the advice process
- Assisting with implementation of advice
- Provide quality support to Financial Advisers
What we are looking for?
You are a committed and enthusiastic individual who has Financial Planning administration experience and is passionate about working in the Financial Advice industry. You are a team player who can demonstrate excellent attention to detail, use of initiative and commitment to providing outstanding client service. Organisation and communication skills will be integral to your success. Your experience and ability to create ongoing efficiencies will be supported and encouraged.
As a preference you have your RG146 qualification. Knowledge of Coin is an advantage.
How to apply
To be eligible to apply, you have an Australian or New Zealand citizenship or permanent residency.
To find out more about a career with TelstraSuper, please visit our website https://www.telstrasuper.com.au/about-us/careers
To submit an application, send us a copy of your CV via email – [email protected]
Applications close Monday 16th July 2018