Position: Senior Adviser Support
Type: Full time
Hood Sweeney is a medium-tier, multi-disciplinary professional services firm, which has been operating successfully in Adelaide for over 45 years and has added offices in Whyalla, Kadina, Clare, and Port Augusta.
Throughout this period, we have sustained our growth by building meaningful, long-term relationships and providing superior client experience across family businesses and professionals in agribusiness, health, wine, food & hospitality, and not-for-profits.
As part of our ongoing growth journey, we have an exciting opportunity for a Senior Adviser Support to join our Financial Planning Team based in Adelaide. This role involves providing timely and professional administrative support to one of our Financial Planners.
Day-to-day responsibilities of the role include: Delivering agreed client service through strategic reviews and responding to queries.Assisting the Financial Planner with the onboarding of new clients.Implementation of strategic and investment advice.Managing client book administration including liaising with clients and third parties.Ensuring client-related compliance requirements are up to date.The role would suit a person with the following attributes/skills: Confidence in communicating with different people.Strong organisational, time, task management, and record-keeping skills.Ability to adapt and multi-task in a fast-paced environment to meet deadlines.Intermediate Outlook, Excel, and Word with XPlan knowledge is highly regarded.Minimum five years' experience in a professional services firm or similar industry.Adaptability and a problem-solving approach.As a team member at Hood Sweeney you will gain access to the following benefits: Positive team culture with a vibrant, social atmosphere.Flexible work opportunities.Professional development opportunities including development programs, mentorship, and technical training.Health and wellbeing initiatives including EAP, mental and physical health programs.Conveniently located office with parking available nearby.Competitive salary with reward and recognition benefits.If you are keen to make a difference and work within a growing professional environment, take advantage of this fantastic opportunity! Register your interest with the People and Culture Business Partner, Hood Sweeney, PO Box 10517 Adelaide BC SA 5000 or ******.
#J-18808-Ljbffr