Full timeFinancial Planning Assistant - 2 PositionsEmployment Type: Financial Planning Assistant with previous experience within Office Administration.Mancell Financial GroupAbout Us:Mancell Financial Group is a locally owned financial planning business based in Burnie, Tasmania.
We have successfully served our community for over 40 years, and we plan to serve for many more years.
We are the only internationally certified investment fiduciary (CEFEX) in Tasmania and one of only seven nationally.The Roles:We have an exciting opportunity for 2 x Financial Planning Assistants to join our team working Permanent Full Time - Monday to Friday 8:30am - 5:00pm (some flexibility for these hours will be considered for the right applicant).
The successful applicant will be responsible for assisting our clients and advisers in a range of administrative roles relating to our financial planning business.
Commencement date to be no later than February 17th, 2025.
Full training and support will be provided.Tasks & Responsibilities:Communicating with clients via phone and email and responding to their enquiriesManaging a wide variety of tasks on a daily basisBuilding trusted relationships with our advisers and clientsFacilitating the implementation of advice and coordinating the relevant paperworkLiaising with clients and product providers regarding the implementation and management of superannuation and investment portfolios and life insuranceMaintaining and updating client records/data entryMonitoring the placement of investment advice/strategy until implementedThe ability to work independently and collaborate successfully within your teamAdhering to compliance standards and ensuring systems are accurately updated accordinglyPreparation of Client Review ReportsSkills & Experience:Previous experience in an administrative role or in the Banking & Financial industry would be preferable but not essentialPrevious experience working in an office environment is preferredOutstanding attention to detail is essentialExcellent written and verbal communication skillsProficiency in Microsoft systemsExceptional organisational and time management skillsStrong work ethic and a commitment to providing excellent client serviceTo apply, please submit your resume and covering letter via Seek prior to Sunday January 12th, 2025.Employer Questions:Your application will need to include the following questions:Do you have the right to work in Australia?Which Microsoft Office & IT products are you experienced with?Do you have experience in a role which requires relationship management experience?How many years' experience do you have in the financial services industry?How would you rate your English language skills?How would you rate your numeracy skills?
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