Administration Assistant - Pakenham
Experienced Administration Assistant to join an expanding team within the Financial Planning industry.
Summary about this job
Administrative Assistants
Company: Choose Wealth Financial Group
Location: West Gippsland & Latrobe Valley
Work type: Casual/Vacation
Salary: $45,000 - $49,999
Phone: +61-7-3724-7858
Fax: +61-2-1736-4748
E-mail: n\a
Site: n\a
Detail information about job Administration Assistant - Pakenham. Terms and conditions vacancy
About the business and the role
We are primarily a Financial Planning business with Lending and Accounting at arm's length.
Our growing Financial Planning firm is looking for another committed Administration Assistant to join our dynamic team and work alongside our Financial Planners.
Located in Pakenham, we are looking to fill this position as soon as possible, therefore the ideal candidate will have full availability to work full time hours, Monday to Friday on a casual pay rate with full time contract available for the right candidate.
Job tasks and responsibilities
Key responsibilities include:
- Administrative duties including but not limited to; emailing/posting client's authorities, obtaining client's super and insurance information, follow up on claims and new business, workflow management
- Managing ad hoc requests
- Liaising with external service providers
- Maintaining client databases and files
- Compliance – keeping up to date with QAF's and making sure all files are compliant
- Data input from external providers
Skills and Attributes
- Previous administration experience is a must
- Neat, professional presentation
- Clear verbal and written communication skills
- Show initiative, enthusiasm and a can-do attitude
- Proactive and be able to meet deadlines
- Strong attention to detail
- Excellent computer skills
- Proficient in MS office
- Prior experience in the Financial Planning Industry preferred but not essential
- Prior experience in XPLAN preferred, but not essential
Job benefits and perks
Ease of travel to and from the office with easy parking.
Comfortable and professional office.
Financial bonus based on team performance.
Great working culture.
Please note, only successful candidates will be contacted.