PORTFOLIO ADMINISTRATOR
Leading Financial Service provider has an excellent opportunity available in the Northern Suburbs.
Summary about this job
Client Services
Company: Private Advertiser
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-7-9649-9613
Fax: +61-2-5406-6024
E-mail: n\a
Site: n\a
Detail information about job PORTFOLIO ADMINISTRATOR. Terms and conditions vacancy
- Leading Financial Service Provider
- Supportive and Challenging work environment
A well-established leading Financial Service Provider has an excellent opportunity for a Portfolio Service Assistant to join our Financial Planning Practice in Melbourne Northern Suburbs.
Ideally, the successful applicant will need to demonstrate some skills, knowledge and experience acquired in the Financial Planning industry, and preferably some Para-planning experience.
The position would suit a candidate who has a real desire to work in the Financial Planning industry.
Salary commensurate with experience
From $40K plus super
Applicants will need to possess the following attributes:
Client Focused
Excellent computer skills in Microsoft Office
Outstanding written and verbal communication skills
Attention to detail, accuracy and organisational skills combined with good time management
Knowledge of Coin Financial Planning Software desirable
RG 146 Compliance is desirable
Diploma of Financial Services desirable
If you want the opportunity to work in a leading Financial Planning Practice where you will have the support and guidance of the existing team and Senior Financial Planner, and will enjoy an extensive induction program in a positive working environment, then apply now.