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cso/ financial adviser assistant

cso/ financial adviser assistant

jvfs

or

Remote

|

JOB OVERVIEW

We are looking for a motivated, honest, friendly, punctual person who has
Advanced Microsoft Office Skills, excellent interpersonal, oral and written communication skills
Ability to achieve agreed outcomes and work to deadlines
Ability to accurately administer tasks in an efficient and professional manner.
Excellent time management / highly organised
Preference is someone with a min 2yrs Experience with Financial Planning Software Adviser Logic or Xplan or someone who has done admin tasks in a financial planning office.
Keen to contribute to a small team, work hard and improve business practices
Someone who can mange fds, osa, roa, soa , emails, client enquiries/ experience with super fund and insurance websites how to look up details / provide reports would be an advantage
Quick learner that can be trained to help the cso with admin tasks and takeover as cso
rewards and bonus structures for the right person

ABOUT US

We are a small business that prides itself on providing its clients with the best possible service possible. We try to ensure every client is treated special and making sure we uphold our integrity and good reputation. We will make sure any employees are treated in the same manner and provide bonuses to the right people who also are the right fit

REQUIREMENTS

prefer min 2years working as cso or admin for a financial adviser / min 2yrs with adviser logic or xplan/ must have experience working in a fp office working with an adviser, must

Contact

jvitale@jvfs.com.au