Admin Assistant/client Services - Bondi Junction, Australia - Silver Search

Silver Search

Verified Company

Bondi Junction, Australia

3 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Financial Planning and Advisory:

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Bondi Junction:

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Close Knit Team:

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Work From Home one day/week
Our client, is a boutique financial services firm in Bondi Junction.

They offer their clients a high level of personalised attention and are experienced in offering a comprehensive set of financial services to help their clients achieve their financial goals.

You will provide administration support to the team in a busy practice so it is expected that you will be able to multi task and think on your feet, whilst always providing top class service to their clients.

You key Responsibilities will include:

Responding to client enquiries in a timely manner
Liaising with clients face to face and over phone
Database maintenance
Chasing outstanding documents
Minute taking and producing basic reports
Client correspondence and liaising with accountants
Collation and preparation of electronic documents

To be successful in this role, you will have previous experience in a similar administration role or you may be an aspiring Financial Planner who is currently studying.

You will have the ability to work in a fast paced and busy environment. You will be customer focused with a high attention to detail. You will be highly organised with good time management skills. You will be computer literate in MS Office suite.

If you are looking for an exciting opportunity, please submit your resume to the link below.