• Professional and Friendly Team

• Competitive Package

• Strong Written & Verbal Communication Skills

 

We are a national Financial Planning company currently seeking an experienced individual for administrative support in our Financial Planning Team at our Sydney office.

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Your role will be to provide a high level of administrative support to designated Advisers through the management of all business and administrative functions. Manage the client service experience and relationship and provide a familiar and competent point of contact for the client when the adviser is unavailable.

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Your responsibilities will include but will not be limited to:

• Manage Planner appointments/schedule, including co-ordination of all client review appointments

• Receive Planner telephone calls and action appropriately

• Receive Planner correspondence, electronic and postal-distribute appropriately

• Manage Planner directed marketing (e.g. coordinating seminars, distribution of client newsletters, email campaigns etc.)

• Assist during client appointments as required (i.e. photocopying, word processing, coffee etc.)

• Update client portfolios in preparation for client reviews

• Assist Planner with basic calculations

• Assist with the preparation of Records of Advice and other correspondence

• Management of all paperwork required for transactions including insurance, investment, superannuation, SMSFs, in-specie transfers, accounting data, loans etc.; liaise with relevant parties as required

• Client investments lodged in appropriate timeframe/s and follow up of all transactions to ensure required outcome is achieved

• Recording of client details, investments, review dates etc. into FORCe (financial planning CRM)

• Control of outstanding client correspondence including invoicing for fees and payment follow up

• Organisation and management of client files

• Assist the Planner meet compliance standards

• Provide assistance to other sections of the organisation, as required particularly during absence of other team members

• Follow the values and culture statement of Fiducian Financial Services

• RG146 desirable

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Ongoing training will be supported.

If you possess the desired characteristics and this role appeals to you, please apply now, by attaching your CV and a cover letter.

We thank you for your application; please note that only successful candidates that meet the position criteria and requirements will be contacted.