Administrative Assistant- with experience in Finance or Accounting Firm
Salary undisclosed
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Key Responsibilities:
Client Files:
- Data input into advice software
- Ensure client file adheres to compliance standards
- Complete research on clients super
- Produce reports for Financial Planners and Accountants
- Managing Ongoing Service Agreements
Review Preparation:
- Preparation of review meeting documentation
- Preparation of client fee renewal documentation
- Ensuring the client review file is completed per legislative, licensee and company requirements
Implementation:
- Preparation of client implementation documentation
- Implementation of client advice and product advice
- Ensuring implementation is completed per legislative, licensee and company requirements.
Knowledge and Skills
- Information Technology skills including proficient use of programs and software packages (such as Microsoft Word and Excel).
- Highly developed verbal and written communication skills.
- Excellent attention to detail.
Attributes
- Confidentiality and discretion in handling personal and private information.
- Professional presence with colleagues and third parties.
- Capacity to manage priorities and escalate as necessary.
- Willingness to further develop abilities and attend relevant professional development sessions.
- Value the individual contribution and abilities of colleagues.
Essential
- Highly methodical with a strong attention to detail and accuracy.
- Ability to manage and organise work in a systematic, accurate and timely manner.
Desirable
- Experience working in an accounting or financial services firm.
XPLAN knowledge desirable
Key Responsibilities:
Client Files:
- Data input into advice software
- Ensure client file adheres to compliance standards
- Complete research on clients super
- Produce reports for Financial Planners and Accountants
- Managing Ongoing Service Agreements
Review Preparation:
- Preparation of review meeting documentation
- Preparation of client fee renewal documentation
- Ensuring the client review file is completed per legislative, licensee and company requirements
Implementation:
- Preparation of client implementation documentation
- Implementation of client advice and product advice
- Ensuring implementation is completed per legislative, licensee and company requirements.
Knowledge and Skills
- Information Technology skills including proficient use of programs and software packages (such as Microsoft Word and Excel).
- Highly developed verbal and written communication skills.
- Excellent attention to detail.
Attributes
- Confidentiality and discretion in handling personal and private information.
- Professional presence with colleagues and third parties.
- Capacity to manage priorities and escalate as necessary.
- Willingness to further develop abilities and attend relevant professional development sessions.
- Value the individual contribution and abilities of colleagues.
Essential
- Highly methodical with a strong attention to detail and accuracy.
- Ability to manage and organise work in a systematic, accurate and timely manner.
Desirable
- Experience working in an accounting or financial services firm.
XPLAN knowledge desirable