Receptionist / Administrative Assistant

Job information Receptionist / Administrative Assistant from the Company International Search Partners, this latest Receptionist / Administrative Assistant job vacancy is located in the city Dubbo. This latest job opening is open to job seekers who have the latest education / graduate . Job Vacancies in this Receptionist field have been opened and published up to the specified time.

An exciting career opportunity is available for an experienced Client Services Officer/Adviser Assistant to join a leading professional services practice specializing in Wealth Management and Accounting.As a growing practice, the team is committed to delivering a professional, personalized service tailored to each client's needs. This role offers an excellent opportunity to further develop your skills and build your career within a supportive, professional environment.Working closely with the Advisers, you will play an integral role in supporting the team and providing exceptional client service across face-to-face meetings, email and telephone communication.In this role, you will:

• Support the Senior Advisers to ensure the delivery of advice is met within required deadlines.
• Prepare meeting documentation and reports for client meetings
• Assist in maintaining client data and records on CRM software.
• Prepare applications and assist with the implementation of advice
• Liaise with clients and key stakeholders to deliver positive outcomes.
• Assist the Advisers with research and technical strategy development
• Communicate effectively with Advisors, clients and the team
• Assist in the preparation of the SoA and RoA document in accordance with paraplanning.

The ideal applicant will have:

• Previous experience within a similar position within a Financial Planning environment.
• Technical knowledge across Superannuation and Retirement planning and Investments.
• A solid work ethic, reliable and able to work autonomously.
• Working knowledge of Microsoft Office and ideally Xplan.
• Excellent communication and people skills, with the ability to prioritize and meet deadlines.
• Willingness to learn and be part of a great team culture.
• Tertiary qualification within a Financial Planning or Financial Services related field highly desirable.

If you are a self-motivated individual with initiative and relevant experience, we would love to hear from you. This is an excellent opportunity to build a long-term career within a successful and growing practice. A competitive and flexible remuneration package will be offered, along with other benefits.