Job Description
This is a great opportunity to join a small, growing financial planning firm as a Client Coordinator.
We are looking for someone who is a super-organised, all-rounder who can support with advice admin but also more broader administrative work for the team. Ideally you have some experience with Intelliflo back office system.
Key responsibilities
* Assist with annual reviews and advice
* Help prepare documents prior to meetings
* Maintain client database and records
* Providing post meeting support
* Onboarding new clients
* Managing team diary and answering telepone calls
* General office administration duties
Essential skills:
• Excellent organisational skills
• Good eye for detail and accuracy
• Gets things done - a doer and completes the task well
• Excellent IT skills and proficient in Microsoft Office products
We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm or related financial services organisation.