Financial Planning Assistant
Wonderful opportunity for an organised and proactive administrative assistant to grow a career in financial planning.
Summary about this job
Financial Planning
Company: Private Advertiser
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-2-6642-3945
Fax: +61-3-9890-5694
E-mail: n\a
Site: n\a
Detail information about job Financial Planning Assistant. Terms and conditions vacancy
- Member Focused Superannuation Fund
- Great Potential to Build a Career in Financial Planning
- Vibrant Office in Central CBD Location
Equip is one of Australia's longest-established Superannuation Funds. With over $15 billion in assets, the profit-for-members fund provides benefits and services for more than 70,000 defined benefit and accumulation members and their employers. Offering a dynamic culture, which is team focused and collaborative, the organisation embraces change and strives for excellence in their member relationships.
We provide a professional, stimulating and friendly work environment and our dynamic team promotes a focused and collaborative culture. We provide flexible working conditions and are strongly committed to professional development. Our people grow their careers and capabilities at Equip.
Due to our ongoing growth we have the need for an additional person to join our financial planning team.
The successful candidate will :-
- manage all aspects of the administration of the Equip Financial Planning office including supporting the financial planners;
- prepare quarterly reports, and manage the administrative components of the Xplan database; and
- provide initial support and limited advice to members, including responding to queries and managing appointments.
To be considered for this role you are likely to possess 2-3 years experience in a similar role, preferably with exposure to defined benefit funds. You will have completed or are studying towards your Diploma of Financial Planning. Additionally you will possess a professional can do approach, with a genuine desire to provide exemplary service to our members.
If you are reliable and hardworking, you will have the opportunity to enhance your career within a supportive and friendly environment with plenty of learning opportunities.
To submit your application, in strict confidence, please apply online using the appropriate link below or alternatively, for a confidential discussion, please contact Andrew Parrott on 03 9248 5917.