Financial Planning Administrator

Financial Planning AdministratorWith 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.
ResponsibilitiesAnswering telephone calls from clients and Product providersTaking accurate messagesBook Client AppointmentsCollecting, opening & distribution of mailManagement of client database and detailsDiary management using Microsoft TeamsElectronic filing, archiving, photocopying, and scanningGeneral office and administration supportOther administrative tasks as requiredRequired SkillsA warm and friendly personality and enjoy supporting the teamExcellent written and verbal communication skillsReliable and excellent time management skillsBe well presented with a mature and confident natureA team player that can also work unsupervised and shows initiativeHigh degree of accuracy and attention to detail is essentialBe a quick learner who enjoys learning new tasksKnowledge of OutlookBenefits5th week of annual leave for all full-time team membersMentoring, training and support through our vast senior teamSupportive team environment where we all love to help each other to get great results for our clientsDelivery of dynamic & forward-thinking client serviceAre 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 .
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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