Description:
Where will you be working … Located on the CBD fringe with views of the city. You will be working in beautiful offices with a great company culture! This is an outstanding opportunity for someone to join the team who love what they do!What you will be doing.... You will provide exceptional client service and administrative assistance to the team. The role will be varied, and your accountabilities shall include but are not limited to:
- Prepare documentation and application forms for new clients
- Communicate updates to advisers and clients
- Submit and monitor the progress of new applications
- Maintain full and up to date file notes
- Provide admin support to advisers including drafting correspondence from templates, scanning, and faxing
- Assist with client and external professional events and team
marketing activities - Meet and greet clients
To be Successful… you will need to have the ability to build relationships clients, internal/external stakeholders and service providers. High level of motivation along with accuracy and attention to detail. Good knowledge of Microsoft Office products, along with the ability to competently use financial planning software.
Apply today!
14 Mar 2025;
from:
uworkin.com