Financial Planning Administration Assistant

vor 3 Wochen


Bathurst Regional Council, Österreich MBA Wealth Solutions Vollzeit

We’re looking for a proactive and organised Admin Assistant to join our dynamic Financial Planning team team at MBA Wealth Solutions in Bathurst, NSW. Whether you're just starting out or have some experience in financial services, this role offers a supportive environment to grow your skills and contribute to meaningful client outcomes. In this full-time position, you will play a crucial role in supporting our financial planning advisers. What you'll be doing Assist with scheduling client appointments and managing calendars Help prepare client files and documentation Support the team with data entry and maintaining records Communicate with clients via phone and email Learn to process applications and financial forms Perform general office duties and assist with team projects What we’re looking for Entry-level candidates with a strong willingness to learn Or candidates with some experience in financial services or administration Strong attention to detail and good organisational skills Friendly and professional communication style Basic computer skills (Microsoft Office, email, etc.) Interest in financial services or administration is a plus What we offer At MBA Wealth Solutions, we are committed to supporting the professional and personal growth of our employees. We offer a competitive salary, opportunities for career advancement, and a range of benefits, including: Comprehensive training and development programs A positive work-life balance Access to discounted financial planning services A collaborative and supportive team environment About us MBA Wealth Solutions is a leading financial planning firm that has been providing tailored wealth management solutions to individuals and businesses in the Bathurst region for over 23 years. With a strong focus on client satisfaction and a team of highly experienced advisers, we are dedicated to helping our clients achieve their financial goals and secure their financial future. If you are a motivated and detail-oriented individual with a passion for providing exceptional administrative support, we encourage you to apply now for this exciting opportunity. #J-18808-Ljbffr



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