Your new company

This is an opportunity to work with a local financial management company looking to expand their team.

Your new role

• Manage workflows to ensure work is completed and delivered in a timely fashion

• Assist in administration with the implementation of client portfolios into investment products

• Ensure accurate record keeping and data entry

• Follow up on client queries and refer to the relevant person when necessary

• Overall office upkeep, e.g. ensuring an adequate supply of stationary and equipment

What you'll need to succeed

• Previous experience in a similar role

• Must have experience using Xplan (client management system)

• Must have knowledge of the industry (Finance Planning, Banking or Investment experience)

• High attention to detail

What you'll get in return

An opportunity to join a high-performing team with a great company culture.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.