Business Operations Support Specialist
Our firm provides holistic financial advice to clients. Our strategies take into account their current and future circumstances.
The Role
This part-time Business Operations Support Specialist will:
* Assist Financial Advisors
* Prepare files for meetings and appointments
* Communicate with clients via phone and email
* Collaborate with various service providers
* Manage databases and ensure accurate filing and tracking
Key Skills Required:
* Excellent organisational, communication and interpersonal skills
* Attention to detail
* Proficiency in Microsoft Office (Word, Excel, Outlook)
* A willingness to learn and grow in a dynamic environment
Benefits of the role include the opportunity to develop new skills and contribute to a team dedicated to providing exceptional client service.
We are seeking a highly organised and efficient individual who can work effectively in a fast-paced environment.