Personal Assitant
PA with financial industry experience required, for a widely varied role.
Summary about this job
Financial Planning
Company: Cave Financial Consulting Ltd
Location: Auckland
Work type: Full Time
Salary: n\a
Phone: +64-7-939-3187
Fax: +64-6-895-2316
E-mail: n\a
Site: n\a
Detail information about job Personal Assitant. Terms and conditions vacancy
About the business
We are a financial services business with clients in all facets of all industries. We help them make the right decisions to ensure they get the lifestyle they want, not only financially, but in many other aspects of life.
About the role
The purpose of this role is to provide an excellent standard of support to our senior Financial Adviser and Managing Director with an additional focus being loan-writing & analysis, and other financial planning, Insurance and Investment related administrative tasks as required, therefore experience working within the financial sector is essential.
Key Duties (include but are not limited to:)
- Manage emails and incoming correspondence, often a high level of confidential information. Flag/categorise/ prioritise items and compose replies.
- Diary and event management including arranging and confirming client appointments, networking meetings, seminars and compliance courses.
- Carry out financial services administrative duties, such as Mortgage Affordability Calculations and comparisons of Investor funds.
- Managing workflow, including prioritising tasks and delegating where necessary.
- Liaising with partner companies (insurers/ banks etc)
- Contacting clients to update our database, and to obtain outstanding information required for applications to be processed
- Social Media content - working with copywriters to produce factual and engaging content for our company's blog posts, researching and compiling relevant articles to be used on channels such as Facebook, Twitter and LinkedIn.
- Maintain CPD records in accordance with AFA requirements
Skills and experience
We are looking for a highly organised, self-motivated individual who has sound attention-to-detail. You will be a good listener and able to multi-task. The ability to prioritise work and quickly adapt to different tasks is imperative.
You'll have proven experience of working in the financial industry, along with a high level of office administration skills including the use of a CRM package and Microsoft Office Skills. The ability to understand, analyse and report on financial documents (such as policies/Financial statements) is required as you will be discussing these with both partners and clients alike