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1 job found in Perth

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    • perth, western australia
    • contract
    • AU$60,000 - AU$60,000, per year, 12% super
    • full-time
    Administrator - Financial PlanningKey tasks:Day to day administration support to financial advisers and associate advisers. Tasks include preparation of paperwork, mail outs, account maintenance and data integrity in core systems.Process payment requests, including bills/invoices and client directed payments.Promote and build client trust in the company.Assist advisers and associate advisers in the review process by packaging reviews, obtain and collate research reports, updating required compliance fields in core systems.Identify gaps in admin service processes and develop/address as required.Maintain communication channels to ensure client expectations/outcomes are achieved.Maintain knowledge of products/services by attending training and working with advisers and broader Client Operations teams.General administrative duties which include but are not limited to filing, mail distribution, photocopying, scanning documents, retrieval of original documents etc.Ad-hoc tasks to support strategy and team as required.Essential requirements:Proven experience (2+ years) in a Banking & Finance environment, preferably in client services or a similar role that would provide a suitable administrative and/or financial planning background.Broad knowledge of financial products, platforms, and services. Strong self/time management skills.Outstanding attention to detail and process driven with a high level of accuracy.Excellent written and verbal communication skills.Initiative, proactivity & willingness to learn.Problem solving skills & knowledge of when to escalate issues.Maintain compliance with statutory/regulatory requirements.Ability to meet deadlines & contribute to strategic objectives. Flexibility to work outside base core hours when required.Consistently demonstrate company values.We look forward to your applicationAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
    Administrator - Financial PlanningKey tasks:Day to day administration support to financial advisers and associate advisers. Tasks include preparation of paperwork, mail outs, account maintenance and data integrity in core systems.Process payment requests, including bills/invoices and client directed payments.Promote and build client trust in the company.Assist advisers and associate advisers in the review process by packaging reviews, obtain and collate research reports, updating required compliance fields in core systems.Identify gaps in admin service processes and develop/address as required.Maintain communication channels to ensure client expectations/outcomes are achieved.Maintain knowledge of products/services by attending training and working with advisers and broader Client Operations teams.General administrative duties which include but are not limited to filing, mail distribution, photocopying, scanning documents, retrieval of original documents etc.Ad-hoc tasks to support strategy and team as required.Essential requirements:Proven experience (2+ years) in a Banking & Finance environment, preferably in client services or a similar role that would provide a suitable administrative and/or financial planning background.Broad knowledge of financial products, platforms, and services. Strong self/time management skills.Outstanding attention to detail and process driven with a high level of accuracy.Excellent written and verbal communication skills.Initiative, proactivity & willingness to learn.Problem solving skills & knowledge of when to escalate issues.Maintain compliance with statutory/regulatory requirements.Ability to meet deadlines & contribute to strategic objectives. Flexibility to work outside base core hours when required.Consistently demonstrate company values.We look forward to your applicationAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

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