Administration Assistant - Pakenham

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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:

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.

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