Administrative Assistant - Financial Planning - Part-time
We are a financial planning firm based in Toowoomba that specialises in providing holistic financial planning advice to individuals, families and business owners. We develop and provide highly personalised financial advice strategies and solutions that fully capture the clients current and future financial circumstances.
The Role
We have an exciting opportunity to join our team as an Administration Assistant. This role is essential to our commitment to providing quality and compliant advice outcomes to our client base. This role will see you:
- Provide support to the Financial Advisors
- File Preparation for meetings
- Liaison with clients via telephone and email
- Liaison with superannuation, investment and life insurance providers
- Database Management
- Filing
- Lodgement and tracking of business
Skills Required:
- Excellent organisational, communication and interpersonal skills
- High level of attention to detail
- Experience with Microsoft Office (Word, Excel, Outlook)
- A willingness to learn and grow
Working Within our Team:
We have a friendly work workplace
Part time hours can be flexible to fit study schedule
Onsite Training will be provided
How to apply
If you are interested in this role and would like to join our team, please submit your resume and cover letter by clicking ‘Apply’ for this job
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📌 Administrative Assistant - Financial Planning - Part-time
🏢 DC Advice
📍 Toowoomba