Client Services
Full Time 37.5 hrs/week (Mon – Fri)
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
About You
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
- Learn quickly
- 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 adam@halesdouglass.com.au by 4th December 2023.
