Office Manager

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)