Financial Planning Administrator (Part-time)
Are you seeking a highly flexible part-time role as an Administrator in a Financial Planning Office? Read on! Hawthorn loc, close to train and parking
Summary about this job
Financial Planning
Company: Kyte Financial Recruitment
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-2-2120-6272
Fax: +61-3-2891-6976
E-mail: n\a
Site: n\a
Detail information about job Financial Planning Administrator (Part-time). Terms and conditions vacancy
- Very rare, truly flexible part-time opportunity
- Growing financial advisory firm in Hawthorn
- Small, friendly office
- Close to train station and great cafes. Parking nearby
- $65,00,000 pa inclusive of super (pro rata)
- Experience in a Financial Planning office essential
This long established and very professional financial planning practice has an excellent client base. The firm is headed by a very experienced Certified Financial Planner/Accountant who enjoys exceptional relationships with her clients. You can play an integral role in the firm’s future success by supporting the Financial Planner with effective administration and back-up.
The Role
In this important position, you will be responsible for the following:
- Monthly compliance tasks – Fee Disclosure Statements, Opt – In documents, monitoring and delivery of service to On-Going Service Clients;
- The management and preparation of client review packs ( utilising your good skills in XPlan);
- Contacting insurance companies and super funds to update current positions for review;
- Preparation of meeting agendas for the Planner and her clients;
- Checking data feeds with XPlan;
- Implementation of roll-overs and insurance policies and the preparation of buy/sell paperwork;
- Preparation of new client packs, and SOA/ROA packs; and
- Meeting room preparation and general office maintenance
The Person
You have:
- Very good I.T skills, and knowledge of XPlan;
- A strong work ethic and proactive attitude;
- Some work experience in a financial planning office, preferably in super or insurance;
- Excellent attention to detail, and very good computer skills;
- Clear and concise verbal and written communication skills;
- A mature and professional approach and good team membership skills; and
- Have completed RG 146 (desirably)
This role offers a high degree of flexibility, and can be either 3 or 4 days according to your responsibilities outside of work. Flexibility with daily starting time is available.
For more information, please call Robert Kyte on (03) 9690 7138 or 0425 737 905 or email your resume to [email protected]