Team Assistant - Financial Planning

Summary about this job

Detail information about job Team Assistant - Financial Planning. Terms and conditions vacancy

• Newly created opportunity to join our well-respect Financial Planning team
• Excellent career opportunity and a supportive team environment
• Melbourne CBD location, permanent full-time role  

About us:

At Hostplus, we passionately provide our one million members with the best possible service; constantly looking for new ways to deliver better value while helping them get the most out of their super. We are inspired to help our members achieve greater security for their future and ensure they retire with dignity.

The role:

We currently have an exciting new opportunity available for an ambitious and driven individual to support our Financial Planning team. As Team Assistant, you will be reporting to the Head of Financial Planning and will be providing administrative support to our financial planners on a day to day basis to ensure they are well equipped to service our valued fund members.

This opportunity creates an excellent career pathway for a self-motivated and highly organised individual. You naturally thrive in a fast moving and changing environment and have a genuine passion for delivering quality outcomes with an eye for detail. Most importantly, you value the importance of providing timely support to your team to deliver a great member experience.

Your key responsibilities will include, but will not be limited to:

• Provide support with administration and implementation plans for Financial Planners in VIC, NSW and other state based offices
• First point of call for member appointments and client interactions
• Update and maintain XPLAN CRM and database
• Provide regular reporting and assistance with business planning and fact finding
• Liaise with internal stakeholders at all levels to obtain information as required for your team
• Assist with event planning, seminars, member presentations and collateral

Ideally, you have proven experience in a similar role within superannuation, financial planning or a similar corporate environment. Experience with financial planning software XPLAN well be highly regarded, however is not essential. Advanced skills in Microsoft Suite will be highly beneficial with demonstrated ability to meet competing priorities.  

Why work at Hostplus:

• 15% superannuation
• Access to internal financial planning services
• Flexible salary packaging
• Excellent EBA conditions, including company-provided annual Christmas leave, extended parental leave and qualification for long service leave at 5 years. 

If this is the opportunity you have been seeking, apply today to be considered.

As an Equal Opportunity Employer, we strongly encourage applications from people of all backgrounds.

Please note, we require successful candidates to undertake a national police and bankruptcy check.