Verita Financial Solutions Pty Ltd,Financial Planning Administration Assistant Jobs in Australia

We
are looking for a motivated and personable candidate to offer financial
planning assistance to the Financial Adviser including:

Administration
Support – regularly follow up and communicate with clients and
insurance / investment/ superannuation companies via phone, fax and email;
Offer
Personal Assistance to the Financial Advisers and Senior Administrative
Staff
Help
manage a portfolio of existing Clients
Prepare
and lodge applications for new insurance policies and super
funds
Maintain
client files and entering data into the CRM XPLAN
Ensuring
all documentation is prepared prior to the client meetings
Assisting
in the preparation of Statements of Advice Documents and other related
tasks
General
office duties such as scanning, diary management, answering phones

We
would ideally like someone with at least 12 months financial planning
administration experience who has an interest in developing a career in financial
services or who is studying a tertiary degree or diploma in a finance
discipline. Candidates must meet the following key selection criteria:

Strong English, communication
skills both verbal and written
Time
management skills are critical as is the ability to work in a high
pressure-high performance environment
Strong
computer skills and proficient in Microsoft Office suite;
Initiative
and ability to operate on your own and as part of a team
Welcoming
and friendly manner; and
Experience
in a financial services office is desirable and also experience with Xplan
Financial Planning Software.