office administrator in Wollongong

posted
contact
lael taylor, randstad
job type
permanent
apply now

job details

posted
location
wollongong, new south wales
specialism
administration & office support
job type
permanent
working hours
Full-Time
experience
2 years
reference number
90M0375590_1553658747
contact
lael taylor, randstad
apply now
Apply with

job description

The Company

A small boutique financial planning business with a great working environment and culture.

Our business has been established for over 31 years and our success stems from providing clients with a very high level of service and advice. We strive to achieve absolute excellence to all clients by forging lasting relationships and providing an enjoyable and seamless experience.

Seeking

We are looking for someone who is passionate about a career in financial services – there will be support and a mentor to invest in you. We are seeking someone who aspires to be the best they can be, who wants to be part of something great and something that will be meaningful.

You will be provided with responsibility and we will need you to operate with autonomy. We will work hard and have fun. As part of that, we need outcomes and need you to get things done. We value curiosity. We need someone who is innovative and creative so they can continually seek improvement in their role and the way that we do things.

The role

  • The primary role will be to produce quality, client friendly, advice documents in a timely and efficient manner. The successful applicant will require strong attention to detail.
  • You will also provide a support role for the advisers in managing client relationships. You will speak with and deal with clients for administrative matters, whilst also overseeing the preparation for client meetings and lodging documents off the back of meetings.
  • Will be liaising with fund managers and clients on a daily basis
  • Ensure all Investment Administration including withdrawals and applications for new and exsisting clients is completed within reasonable time frame

Other

  • You have or are just about to complete a Business/Finance degree. It would be preferred if you have completed some studies in Financial Planning and/or have already worked in a financial services business
  • You need to have excellent oral and written communication skills.
  • You need to be able to operate in a highly professional business who deal with affluent, high net wealth and high net income individuals and families.
  • You must be a team player.
  • Excellent computer skills is a must.
  • Analytical thinker and strong attention to detail

If this role sounds like the career for you please press the 'Apply for this job' button and submit your resume.

Only candidates with the necessary skillset and experience will be contacted to discuss the role further.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

Strong analytical and problem solving skills, written and verbal communication skills, Strong organisation and planning skills, Thorough knowledge of best practice administration processes and procedures, attention to detail, analytical, team player

qualification

Associate Degree or Diploma

educational requirements

Associate Degree/Diploma