about the company
This boutique financial services firm, based south west of Brisbane's CBD, are experiencing steady growth and are now seeking a temporary administrator with previous exposure to a financial services environment to assist for a 6 month period with view to permanency. This role will see you working in a small team environment providing day-to-day administrative support to the team whilst assisting clients and suppliers with enquiries.
about the role
Working closely with the MD, this varied role will see you:
- Managing incoming queries
- Providing administration support
- Prepare & collate client documentation
- Preparation of correspondence
- Assisting with Rollovers, PAYG instalments, financial packages & pension documentation
- Amending deeds
- Managing new member documentation
- General office support
With a flexible and adaptable work approach, you have strong organisational skills and a high attention to detail. You possess exceptional written and verbal communication skills along with a confident telephone manner and have previous exposure to financial planning software such as Xplan.
If you are immediately available for new opportunities APPLY NOW!