Job Description

The Opportunity

Our partner, a boutique Financial Planning firm located in Perth, Australia is growing their team, and looking for an Administrative Assistant - Financial Planning! They are founded in 2019 and aim to provide a highly personalized service with tailored wealth management solutions to clients and require a dedicated team of financial services professionals to support the team.

As the Administrative Assistant - Financial Planning, you must be highly organized and meticulous by nature and has an interest in growing in the Financial Planning industry. This position will be working closely alongside Senior Financial Advisers and Directors of the firm.

Key Responsibilities

  • Provide ongoing administrative support to Senior Financial Advisers or Directors of the firm
  • Provide exceptional customer service and assist with client inquiries by phone and email
  • Prepare documents for client reviews and...

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