Available

Financial Planning
Sydney, NSW

• Ref: 86305
• Price: (POA)
• Turnover: $50,000 neg on experience

Our client, a highly reputable and respected financial planning firm are seeking an experienced Personal Assistant to support to Financial Planners in their Sydney CBD office. Experience in Financial Planning environment essential.

Our client are seeking an experienced Personal Assistant to support two Financial Planners in their Sydney CBD office. Renouned for their quality, ethical service, this firm are second to none in work/life balance, and pride themselves on their close-knit, family type team.

Working alongside two highly successful planners, this opportunity for you to further your PA career includes:

• Total diary management
• Receive calls and correspondence and act upon accordingly
• Manage marketing
• Preparation on SoA and RoA
• General administration duties inc. filing, typing, photocopying, data entry, database management
• Follow ups
• Lodgements and maintenance

To be successful in securig this role you will require a minimum of 2 years expereince in a similar role, possess the ability to prioritise and juggle multiple tasks, work effectively in a team, have excellent communication and organisational skills, a good understanding of financial planning principles and financial markets.

To express your interest in this role follow the Apply link below, email angela@practiceexchange.com.au, or phone 1300 722 452 for more information. The firm are seeking an ASAP start, so dont hesitate, apply now.