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Office Manager

Office Manager

Recruit ShopCanberra, Australia
14 days ago
Job description
  • EARN $120,000 pa + Super + Incentives | Negotiable Based on Experience
  • Join a Boutique Financial Planning Firm | Friendly and Supportive Team
  • Fast Track Your Paraplanning Career | Enjoy Working In A Central Location
  • About The Company
  • Our client is a small boutique financial planning business. They pride themselves on having long-standing clients with healthy business relationships they have created. They are located in the heart of Canberra. They maintain a high level of client service and understand that each client is unique. They have a client-first policy and believe in persistence, integrity and authenticity.

    • About The Opportunity
    • Reporting directly to the

    • Business Owner
    • some of your responsibilities will include :
    • Implementing strategic process improvement
    • Proactively managing the implementation of advice strategies and recommendations
    • Adhering to procedures to ensure compliance
    • Coordinating admin workflow tasks with advice delivery
    • Assisting advisers with the provision of advice solutions including advice preparation
    • Liaising with clients, fund managers and other third parties as required
    • Managing client database and review process
    • About You
    • 5+ years experience in a Financial Planning business
    • Experience in client relationship management
    • Experience with quoting and generating insurance policies
    • Excellent verbal and written communication skills
    • Exceptional attention to detail and organisation skills
    • Exceptional experience using Xplan / Financial Planning software
    • Proficiency with the entire Microsoft Suite including Word and Excel
    • What's in it for You?
    • Great Opportunity to Earn
    • Annual Performance-Based Bonuses
    • Carpark Provided |
    • Friendly Team with Great Culture
    • Benefit from Flexible Hours
    • Central CBD Location
    • The Next Step of your Application (Please Read)
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    Office Manager • Canberra, Australia

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