This established and professional Financial Planning practice seeks an Administration Assistant / Client Service Officer to support the Principal in a Temp-Perm full-time position.

You must have a professional phone manner and appearance; possess excellent verbal and written communication skills; and have a friendly and positive 'can do' attitude in this role that offers varied duties:

Duties include:

• Taking Inbound and making outbound client telephone calls
• Incoming and outgoing mail distribution
• Diary Management - organising phone and face-to-face client meetings
• Collating and distributing client meeting agendas
• Typing up email, file notes and letters - often from tapes
• Preparing reports for client meetings
• Updating the client database
• Stationary / supplies / ordering and maintaining brochure stock
• Invoicing (using Word & Excel) and petty cash
• Meeting and greeting clients; offering refreshments
• General administration (eg, photocopying, filing, scanning, etc)

As you progress, and with more training, you will also: 

• Follow up outstanding client requirements and lodge online applications
• Collect Insurance quotations and follow up client Superannuation rollovers / withdrawals
• Help with portfolio reporting and annual corporate insurance reviews
• Help with client fee comparisons 

To be considered for this key role we are looking for someone: 

• Living locally on the Mid-Upper North Shore within easy access (this firm is 100 metres from the Train Station)
• Possessing evidence of Secretarial/PA/Receptionist/Admin Assistant/Data Entry experience within Financial Services 
• A strong typing ability with experience in a role utilising use of MSOffice (especially Word and Excel)
• Excellent verbal and written communication skills
• An eye-for-detail and accuracy with the initiative to check spellings, layouts and calculations
• Good initiative, time-management and multi-tasking skills so that changing priorities can be accommodated easily and quickly
• Loyalty, stability, reliability and dependability
• Enthusiasm, capacity and willingness to learn.

This is an excellent opportunity for someone looking for a settled, stable and loyal firm. Hours are 8.45am -5.15pm.  On offer is a negotiated salary based on experience, qualifications and capacity to do the role.

To show your interest in this role please use the 'Apply' Button now and send your details in confidence to Trevor Punnett, eJobs Financial Planning Recruitment.  All applicants will be responded to directly.

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