About this position

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On offer is:

• a busy and challenging position with Canberra’s largest privately owned advisory firm;

• the support of a fully qualified team of client service and paraplanning professionals;

• the opportunity to liaise with clients, and add value to our client relationships;

• the opportunity to expand your skills and knowledge;

• the opportunity for career progression;

• work flexibility;

• positive and supportive work culture; and

• state of the art working environment in the heart of Canberra City.

 

You will be part of a close knit team of Client Service professionals providing a high level of administrative support to six financial planners with duties including (but not limited to):

 

• providing full administrative support to a team of financial advisers;

• ensuring the effective flow of communication between clients and the business;

• striving for high levels of client service and satisfaction;

• handling all the administrative aspects associated with the implementation of advice.This includes the paperwork associated with a variety of platforms, the administration for self-managed superannuation funds and share trading;

• preparation of client reports;

• responding to client queries and liaising with third parties in respect of clients’ accounts; and

• handling miscellaneous requests from advisers and requests for assistance from other staff with good grace and humour!

 

About you

 

The applicant we are seeking would have the following:

• an interest in Financial Planning

• strong work ethic

• a high level numeracy

• a high attention to detail

• great communication skills, both written and verbal

• Microsoft Office Applications knowledge

• the ability to write clearly and concisely using good grammar and punctuation

• effective time management skills: prioritising, delegating, problem solving, scheduling.

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What we offer

 

We are a growing business and are leaning into the future of financial advice and building for the future. We are willing to invest in our staff with full on the job training, mentoring and pathways for their career progression.

 

You will be rewarded with:

• learning and development opportunities;

• a career pathway with quarterly check-ins with our HR Manager;

• the flexibility to work in our newly renovated office in Canberra City, with a variety of parking and public transport options and to work from home; 

• other perks of the job include an active social club, regular team morning tea’s, and team building days; and

• a warm, inclusive, and collaborative working environment.

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Talk to us

 

Should you wish to have a confidential discussion, please contact Head of People and Culture, Rachel Barrer at rbarrer@parkerfinancial.com.au

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