Excellent opportunity for a permanent part time Financial Planning Administrator with a successful boutique financial planning and insurance company located in the outer eastern suburbs.

 

This is a varied role which reports directly to the two Directors of the company where you will be the first point of contact for walk in clients regarding their financial planning or insurance needs also answering calls and directing to the appropriate person. You will coordinate all electronic mail from the Head Office dealership together with documentation from fund managers and insurance companies on behalf of clients. All documentation for clients will be required to be scanned and set up on the system together with scanning of monthly accounts and allocating fortnightly commission statements to advisors.

You will also be responsible for coordinating quarterly newsletters and any clients functions when required.

 

To be considered for the role ideally you will have a similar background working in a financial planning or financial services/banking or other corporate environment and be looking for a permanent 5 day per week part time opportunity.

Excellent communication skills are required and ideally to have experience with Xplan or Visiplan

 

For more information please call Liz Medwin on 9683 5200 or email your details to lmedwin@lloydmorgan.com.au