project administration - financial planning in Sydney CBD

posted:
location
Sydney CBD, New South Wales
job type
Temporary
salary
AU$ 30 per hour
reference number
90M0296332_1489186812
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job description

Full Job Description

Our client is an international bank based in the heart of the CBD. This is a fantastic opportunity for you to join the Wealth Managment team as a Project Co-Ordinator/Strong administrator on a full-time, 12-month contract (with the potential to extend). The ideal candidate will have at least 1 year's experience and exposure within Financial Planning or a CSC organisation and a solid understanding of the operations and advice processes.


Duties:

  • Locate and prepare client files for scanning into COIN for Case Managers to review
  • Initial data entry for Case Managers
  • Assessing file for missing information
  • Ensure all actions adhere to all regulatory requirements
  • Book client appointments for contact as required
  • Prepare and send client correspondence/letters
  • Preparation of data for Reporting
  • Allocation of work across a team of case managers

Your Experience

  • At least 1 year recent experience in Financial Planning or Financial Services industry
  • Good understanding around the operations of a financial planning practice and advice processes
  • An appreciation of regulatory requirements for financial planners
  • Excellent written and verbal communication and reporting skills
  • Excellent organization skills with keen attention to details
  • Ability to self-manage and interact with stakeholders
  • Good verbal and written communication skills
  • Excellent attention to detail
  • The desire to work within a fast pace environment.
  • A want for a career in banking
  • You must be an Australian Resident or Citizen
  • You must have a clear criminal and credit history

Apply
Please press the APPLY button now to be considered for this opportunity or call 0282151038 for more information.

skills

financial planning, administration, coordination
apply now