Role Overview:

You will play a pivotal role in supporting the smooth operation of our office and assisting the Practice Manager. You will be responsible for a variety of administrative tasks and ensuring the efficient functioning of day-to-day operations. The ideal candidate is highly organised, attention to detail, and possesses excellent communication and multitasking skills.

Key Responsibilities:

• Provide general administrative support to the financial advisors and the Practice Manger, including scheduling appointments, managing calendars, and organizing meetings.
• Prepare and process financial documents, client contracts, mapping revenue to referral partners etc. ensuring accuracy and adherence to company policies.
• Maintain and update client records, databases, and filing systems to ensure data integrity and confidentiality.
• Assist with the preparation of financial reports, presentations, and correspondence.
• Collaborate with internal stakeholders to streamline administrative processes and improve operational efficiency.
• Respond promptly to internal and external inquiries, providing excellent customer service and ensuring queries are resolved effectively.

If you are passionate about using your financial management skills to grow and are excited about working in a fast-paced and dynamic environment, we encourage you to apply for this exciting opportunity! 

Remuneration will depend on your experience level, Employment period starts as soon as possible.