Administration Assistant-Part Time

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Part time- Client Services Officer / Financial Planning Assistant. Pinnacle Advice is a Ballina-based Wealth Management and Advice firm, located on the beautiful North Coast.We pride ourselves on delivering high quality strategic financial advice. Our clients appreciate that having a trusted adviser by your side allows you to focus on the more important things in life, like your career, family, friends, fitness and community.

The Position : We currently have a position available for a part time Client Services officer (working approximately 21-24 hours per week), the hours can be negotiable for the right person.

The role of our Client Services Officer is the key point of contact in our office for all of our ideal clients. You will be taking on responsibilities such as greeting clients, administering the client experience for the financial planner as wellas providing administrative support. We're looking for someone who will be able to create a surprise and delight experience for our clients.

All employees of Pinnacle Advice are expected to conform with our core values, or house rules of :

Honesty and Integrity,ConfidentialityCare, Accuracy and attention to detail.Client first principles and behavior.What we offer you : A generous salary package based on your experience.Flexibile work hours.The opportunity to expand your knowledge through training.Potential for long-term career opportunity.Primary Responsibilities : Client RelationsMaintenance of financial planning databaseAssist adviser in servicing clients by preparing for appointmentsLiaising with fund managers, superannuation funds.Following up application forms, switches, and redemptions.Answering telephones, co-ordinating client meeting arrangementsHandling special administration projects, such as marketing and seminar co-ordinationManaging adviser calendar and appointmentsOngoing Social Media projects.Managing the client relationship management (CRM) software for the office.Meeting, greeting and directing all office visitors including clients and vendorsPerform general clerical duties such as reception, photocopying, scanning, mailing and filingEnsuring completion of paperworkMaintaining hard copy and electronic filing systemsMaintaining a clean office environment.Ideally you will bring with you - Excellent organisational and time management skillsStrong communication skills both written and verbalHigh attention to detailAbility to work in a small team environment is essentialAbility to work unsupervisedAdvanced computer skills in Word, Excel, PowerPoint are expected.Previous experience working in a finance environment will be highly regarded.Your hourly rate will be commensurate with your experience, qualifications and skill.

This role will commence as soon as possible for the right candidate.

How to apply If you believe you have what it takes to impress forward your resume.

If you're serious about applying please include a covering letter, indicating days and or hours you're seeking. Questions can be directed to [emailprotected]

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Which of the following statements best describes your right to work in Australia? Which of the following Microsoft Office products are you experienced with? Do you have a current Australian driver's licence? How many years' experience do you have as an administration officer? To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.

What can I earn as an Administration Officer

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