Description:
Our Client, a boutique Accounting firm with financial planning capacity, is seeking an experienced Financial Planning Assistant to join their growing team based in North Wollongong.
Ideally we are looking for someone who wants 2-3 days per week in office.
About the Role
Duties will include
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Assisting Financial Planners with client meetings and Client calls
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Analysing financial data and investment portfolios
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Preparing financial reports, presentations, and other documents
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Monitoring and managing client accounts, investment portfolios, and financial plans
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Researching and analysing current market trends to make informed decisions
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Developing and maintaining relationships with clients, advisors and other financial professionals
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Assisting with the preparation of tax documents and filing forms
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Providing other administrative support
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Generating client correspondence, such as emails, letters, and newsletters
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Ensuring compliance with financial regulations, laws, and standards.
About You
You'll have experience supporting a small team of Financial Planners to support their Clients.
Other attributes and qualities we're looking for include:
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Excellent attention to detail
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Intimate knowledge of financial planning compliance requirements
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Outstanding personal organisational skills and time management
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High-level customer service.
You may also have completed a Cert IV or Diploma in Financial Planning.