Team Assistant

Part time - 4 day a week role or 5 days a week school hoursGreat benefits and perks including WFH options12-month contract with view to continueWhere will you be working… Located on the CBD fringe with views of the city.

You will be working in beautiful offices with a great company culture!

This is an outstanding opportunity for someone to join the team who love what they do!What you will be doing...We are looking for a reliable and detail-oriented administrator to join our financial planning team.

This role focuses on preparing client review materials, managing compliance documentation, and supporting advisers and associates with high-quality administration.

You will help ensure a smooth and professional client experience.

Duties include : Create and update client review packs and PowerPoint presentationsCompile supporting documents, reports, and investment summariesAssist with meeting scheduling and coordinationPrepare and maintain annual compliance paperwork for clientsEnsure client files are complete, accurate, and up-to-date in CRMHelp maintain compliance with advice documentation requirementsAssist with client onboarding, updates, and service requests (withCSO)Support general administration tasks to ensure advisers are fully supportedMonitor workflows and assist with task trackingWhat's in it for you..... not only will you be a part of a high performing group of like-minded people, but you will be joining a culture that is like no other.

This boutique office has a roof top area overlooking the gorgeous city, where they tend to mingle on a Friday afternoon to unwind.

Work from home options plus many other benefits are available with this part time role.To be Successful…Strong PowerPoint and document preparation skillsPrevious experience in financial services administration preferredHigh attention to detail and accuracyAbility to manage multiple tasks and meet deadlines reliablyExcellent communication skills (written and verbal)Strong organisational skills and a team-first attitudeProficient with CRM systems and Microsoft Office suiteApply today!

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