Personal Assistant within Financial Planning Firm

Summary about this job

Detail information about job Personal Assistant within Financial Planning Firm. Terms and conditions vacancy

• Modern Offices & Trendy Offices in the inner South East - very close to CBD
• Must have previous experience within the industry!
• Part Time role - 3 days per week

Our client is a highly regarded financial planning firm based in the Inner South East - very close to the CBD. They have a relaxed, friendly culture and a solid client base including large and corporate business clients. 

Your duties include, but are not limited too: 

• Personal Assistant to Managing Director
• Diary and Email management
• Organising internal and external events
• Preparation of letters
• Liaising with clients regularly
• Liaising with relevant platforms
• Preparing quotes and online applications on behalf of clients
• Maintain and update appointments
• Maintaining internal systems.
• Client correspondence.
• Preparation and maintenance of databases.
• Scanning, emailing, filing.
• General office support duties.
• End of Month reporting.

To be successful in this role, you will require:

• Previous experience in an EA / PA role role in an financial planning firm.
• Have exceptional customer service skills and a positive "can do attitude".
• Have excellent presentation and communication skills.
• Strong understanding of the financial planning practice
• Microsoft Office Suite.
• Will have used Xplan or AdviserNet
• Strong administration skills.
• High attention to detail. 

Our client has a strong tradition for rewarding great performance, offering a flexible working environment and promoting from within. Training and professional development is taken very seriously and they have committed the time and resources to ensure their employees receive industry leading training. 

This firm also offers a very social workplace with a number of social staff events on their annual calendar.

This role is for the days Wednesday - Friday. 

To apply for this role, please submit your resume below through the APPLY button. Alternatively, you can call Tarryn Hogan on (03) 9077 7491.

All communication will be strictly confidential.