Executive Assistant - Boutique Financial Planning Firm
Permanent Position with Excellent Benefits
Join our growing boutique Financial Planning office in Hobart.
Nigel J Barling Financial Services, with over 25 years of experience, is a trusted and respected firm dedicated to delivering personalised financial planning strategies to help clients achieve their unique financial and lifestyle goals. We are seeking an experienced Executive Assistant to join our supportive team on a permanent basis. Seeking a candidate who is available for an immediate start.
Benefits
* Permanent full-time opportunity
* Stable, family-owned boutique business
* Collaborative and supportive team environment
* Salary will be negotiable, based on experience (as per Banking and Finance Award) ,dependent on experience and suitability .
About the Role
Working closely with a Senior Financial Adviser, your role will focus on providing exceptional administrative and client service support to ensure seamless preparation and follow-up for client meetings, with a strong emphasis on documentation accuracy and CRM management.
Responsibilities:
* Coordinate with paraplanners and team members to ensure all required documentation is prepared for client meetings
* File signed documents correctly in the CRM and other relevant systems post-meeting
* Prepare accurate and timely CRM file notes, ensuring they are correctly filed
* Update and maintain client information within our CRM system
* Respond to client queries promptly and professionally
* Schedule and manage client appointments
* Maintain data integrity and uphold compliance standards
* Perform general administrative tasks to support the team, which includes making and receiving phone calls
* Financial planning industry experience highly desirable.
About You
QUALIFICATIONS AND ATTRIBUTES REQUIRED
To succeed in this role, you will bring:
* Experience using CRM systems highly desirable
* Ideally 2 years' experience in a similar role administration with an ability to learn
* Exceptional client service skills
* Strong written and verbal communication skills
* Proficiency in Microsoft Word and Excel
* A proactive, 'can do' attitude with a willingness to learn
* Ability to work independently and collaboratively within a team
* Excellent organisational skills and attention to detail
* Capability to manage multiple tasks and meet deadlines
* Adaptable and flexible approach to work
* Strong problem-solving skills
* Probation period will apply and be discussed to suitable candidate.
Why Join Us?
We are a boutique financial advisory business committed to providing exceptional, personalised, and confidential services to our clients. This full-time, on-site role offers the opportunity to work within a dedicated and talented team, with training provided to support your success.
If you are motivated by administrative excellence, enjoy supporting advisers or other professionals, and are eager to contribute to a client-focused team, we would love to hear from you.
How to Apply
Please submit your resume and a cover letter outlining your suitability for the role. Shortlisted applicants will be contacted directly for the next stage of the process.