Team Administrator

Job Title: Team Administrator
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Bonus
Reference: 179721_1513123027
Contact Name: Nandani Gosai
Contact Email:
Job Published: December 13, 2017 10:57

Job Description

The company:

This company is a leading financial services firm which holds a reputation for their excellence and professionalism in client services. This is an opportunity for a Planning Administrative Assistant to join a leading firm that has a collaborative team culture and supportive environment allowing room for growth and development.

The opportunity:

This opportunity has arisen due to internal growth of the company. The purpose is to provide exceptional support in client services and along-side Advisers, Investment Manager and Paraplanner. The role will be reporting to the team leader.

The role:

  • Manage all operations, administration and reporting procedures;
  • Provide quality support to Advisers, Investment Manager and paraplanners & assist with preparing financial plans;
  • Managing adhoc administrative duties including updating the Coin and CRM database & making sure files are compliant;
  • Communication with clients and suppliers on daily basis in relation to queries via email and phone;
  • Assist with implementation of complex investments& ensure to collate correct client information.

About you:

  • 1-2 year's working as Customer Service Officer/ Financial Planning Assistant;
  • COIN or Xplan experience;
  • RG146 / Diploma is Financial Services desirable but not essential;
  • Excellent verbal and written communication skills;
  • Ability to work autonomously and be a team player.

Apply below or send your CV to