Hales Douglass Financial Services is a growing financial advice firm with it’s own licence (non-bank aligned) and self-managed super fund ‘specialist’ accreditation. Our key services include superannuation & investments, retirement planning, wealth creation, life insurances, aged care advice and estate planning.
We require an all-round, experienced Administration Assistant, preferably with financial advice/superannuation admin experience (but not essential) to provide support to our Adviser and Admin team.
About the Role
Your responsibilities include:
Preparing client review documents
Processing new and existing client applications & amendments
Maintaining client files
Providing administration / PA support to the Advisers including scanning and filing, typing, processing mail and other correspondence and helping out as required.
Supporting Admin team members
Promoting a positive team environment
To be successful in our team you will have very good client services skills, including the following:
Experience of at least 2 years finance/banking or complex office admin
High attention to detail and accuracy
Intermediate to advance skills in Microsoft office suite
Be motivated by administrative duties and financial information processing
Jump at the chance to help others
The confidence to question where further information is required.
Financial advice and self-managed super admin experience preferred, but not essential.
We are after a great administrator. If you feel you suit the criteria, please apply by sending your CV and Cover Letter to firstname.lastname@example.org by 4th December 2023.
Adam has a strong educational background with a double major degree in Economics and Business Law from Macquarie University. Adam is a Financial Adviser and SMSF Specialist Adviser and uses his in-depth technical knowledge to help achieve great results for clients in a vast array of strategies that many would never have known existed if they hadn’t sought quality advice.
Contact Adam via email or call 02 4455 5333.