Financial Planning Administrator
With continued growth in our Financial Planning division, our Ballarat office is seeking a motivated Financial Planning Administrator to join our team. Our business offers an excellent opportunity for an ambitious self-starter to continue to develop their career and help grow the business in the Ballarat region.
Responsibilities
Answering telephone calls from clients and Product providers
Taking accurate messages
Book Client Appointments
Collecting, opening & distribution of mail
Management of client database and details
Diary management using Microsoft Teams
Electronic filing, archiving, photocopying, and scanning
General office and administration support
Other administrative tasks as required
Required Skills
A warm and friendly personality and enjoy supporting the team
Excellent written and verbal communication skills
Reliable and excellent time management skills
Be well presented with a mature and confident nature
A team player that can also work unsupervised and shows initiative
High degree of accuracy and attention to detail is essential
Be a quick learner who enjoys learning new tasks
Knowledge of Outlook
Benefits
5th week of annual leave for all full-time team members
Mentoring, training and support through our vast senior team
Supportive team environment where we all love to help each other to get great results for our clients
Delivery of dynamic & forward-thinking client service
Are you ready for an exciting new challenge?
To apply, please submit your application with a cover letter and résumé to ****** or for a confidential discussion, please contact Andrew Roberts on 03 5330 7200.
Previous applicants need not apply.
Why Mulcahy & Co?
Mulcahy & Co is a busy, well-established business hub that provides an extended range of specialized services from personalized taxation and business advice to legal, financial planning, loans & finance, agri-business, and marketing services.
We understand the importance of offering reliable, superior service to all our clients. We offer a diverse, inclusive and flexible working environment where you are nurtured and mentored alongside our senior team members to help you achieve your best while maintaining mutual respect and support for all.
Our team is over 230 strong, so the opportunity to learn from the many team members in our six divisions is beneficial to your career.
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