Financial Planning Administrator (Hybrid Setup/ Flexible Work Opportunity)Beresfords Wealth Management is a boutique, fee-for-service firm committed to helping our clients live their best life experiences through strategic wealth creation and management. What sets our team apart is our commitment to family values, excellence, and team culture that encourages a nurturing environment, life-work balance, and meaningful relationships not just with clients but among staff.
Who We're Looking For Highly competent in providing administrative support7+ years of experience in financial services, wealth management, or bankingSuperior written and verbal communication skillsKeen attention to detail and able to multi-task in a fast-paced environmentHigh organisational skillsA passion for client serviceAble to work independently and efficiently within a team environmentAble to oversee and coordinate the team to deliver all required work efficiently and promptlyA positive outlook and professional attitudeYour Role Ensuring client files are accurate and up to dateCompleting relevant forms and applicationsWriting advice documentsOverseeing and coordinating the team to deliver all required work efficiently and promptlyEnsuring work is performed to the standard and level of excellence our clients have come to expectAccomplishing tasks that relate to client projects.This position also comes with a career path for growth.
Our firm offers a great work environment where you can take ownership of your work and make a significant impact in our clients' lives.
A competitive salary will be offered to the right candidate commensurate to their experience and qualifications.
This is a full-time role where you will be working from our Adelaide office, Mondays to Fridays, from 8:30 AM to 5:30 PM, Sydney time. As a family-first company, we understand the importance of life-work balance, thus we are open to discuss the possibility of working with flexibility (e.g., working remotely, working less hours in a week, working less weeks in a year).
If this sounds like the role for you, then click the Apply button or email us at ****** and let us know why you are perfect for this position.
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