Financial planning support is a vital component of our operations.
The Role
We are seeking an administrative professional to work with our financial solutions team. The ideal candidate will possess strong organizational skills, excellent communication abilities, and proficiency in the Microsoft Office suite.
This position offers flexible working arrangements, allowing for a great balance between work and personal life. As part of our team, you will:
* Collaborate with our financial planners and directors to provide efficient administrative support.
* Liaise with clients and external contacts at a high level of professionalism.
* Respond to client inquiries in a friendly, prompt, and professional manner.
About You
You will have:
* A proactive approach to problem-solving and an analytical mindset.
* Demonstrated commitment to delivering quality results.
* A team-oriented culture and a can-do attitude.
* Ability to work effectively in a dynamic environment, managing multiple priorities.
* Autonomy to work independently and as part of a team.
About Us
We exist to help individuals and businesses achieve their goals. We partner with our stakeholders to provide innovative solutions that support their success.