Personal Assistant - Financial Services Industry
About the role
This permanent, part-time position is a key role within the Goldline team, supporting a Financial Planner in managing their client portfolio. You will play a vital part in ensuring the highest standards of service and efficiency are consistently maintained.
In this role, you will assist with day-to-day client administration, document preparation, and coordination of financial planning activities. To succeed, you must be highly detail-oriented, proactive, and adaptable in a dynamic environment. A positive attitude and willingness to take on tasks—big or small—are essential.
What you'll be doing
* Personally fulfill various administration tasks & communications through to completion
* Accountable for the correct processing of a wide variety of documentation including recording of all modes of contact
* Accurate & timely Client file management (physical & electronic)
* Facilitate the booking of Client appointments & daily diary management
* Input, monitor & maintain the accuracy of Client information & file notes
* Implement & uphold compliance responsibilities in line with legislation and licensee standards
* Provide support & regularly assist other Team members
* Demonstrate a professional level of letter writing & proofreading capabilities
* Develop a full understanding of established systems & processes
* Help onboard new clients as directed by the planner
* Preparation of client correspondence / documentation and presentation material
* Various & time-sensitive requirements relating to Insurance Policies (Death, TPD & Income Protection for example)
What we're looking for
* Demonstrative previous experience within a similar role (or parts of)
* Be technically strong & demonstrate analytical skills
* Demonstrate initiative & the capacity to multitask
* Be able to prioritise their own workload & also work autonomously
* Display reliability & professionalism at all times including neat, office-appropriate working attire
* Friendly & confident telephone & customer liaison manner with a Client focused attitude
* Display a consistently positive, approachable & happy nature
* Hold a current C-Class Driver's Licence (car)
* Be flexible, adaptable & willing to learn
* Demonstrate an intermediate to advanced user level on computer systems including Microsoft programs (Word, Excel & Outlook) & MYOB
* Be an organised individual with effective time management skills
Previous industry experience will be highly regarded as would any prior involvement using XPlan, Centrelink Online Portal & / or Class.
This position is 100% office-based and not suitable for a work-from-home scenario.
What we offer
At Goldline Financial Planning, we are committed to providing a supportive and rewarding work environment for our employees. In addition to a competitive salary, we offer a range of benefits, including :
* The opportunity to learn about a critical industry sector and grow your financial practice experience
* Understand our business but a genuine opportunity to make the role your own
* The benefits of working with a smaller tight knit team
* Local employer with an excellent reputation
About us
Goldline Financial Planning is a leading financial services firm with a strong presence in the Bunbury region. We pride ourselves on delivering exceptional customer service and tailored financial solutions to our clients. Our team of experienced professionals is passionate about helping our clients achieve their financial goals, and we are committed to fostering a positive and supportive work environment for our employees.
If you are excited about the prospect of joining our team, we encourage you to apply now. Please have all applications, cover letters or any queries addressed to Mark.
All communication is treated confidentially- thank you.
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