Financial Planning Administrator

Ballarat

With continued growth in our Financial Planning division our Ballarat office is seeking a motivated Financial Planning Administrator to join our team. Our business offers an excellent opportunity for an ambitious self-starter to continue to develop their career and help grow the business in the Ballarat region.

To apply for this role, please send a covering letter and your resume to Andrew Roberts.

Responsibilities

  • answering telephone calls from clients and Product providers
  • taking accurate messages
  • Book Client Appointments
  • collecting, opening & distribution of mail
  • management of client database and details
  • diary management using Microsoft Teams
  • electronic filing, archiving, photocopying, and scanning
  • general office and administration support
  • other administrative tasks as required

Required Skills

  • a warm and friendly personality and enjoy supporting the team
  • excellent written and verbal communication skills
  • reliable and excellent time management skills
  • be well presented with a mature and confident nature
  • a team player that can also work unsupervised and shows initiative.
  • high degree of accuracy and attention to detail is essential
  • be a quick learner who enjoys learning new tasks
  • knowledge of Outlook

Benefits

  • 5th week of annual leave for all full time team members
  • Mentoring, training and support through our vast senior team,
  • Supportive team environment where we all love to help each other to get great results for our clients,
  • Delivery of dynamic & forward-thinking client service,

Are you ready for an exciting new challenge?


To apply, please submit your application with a cover letter and résumé to Andrew.Roberts@mulcahy.com.au or for a confidential discussion, please contact Andrew Roberts on 03 5330 7200.


*Previous applicants need not apply.

Why Mulcahy & Co?


Mulcahy & Co are a busy, well established business hub who provides an extended range of specialized services from personalized taxation and business advise to legal, financial planning, loans & finance, agri-business and marketing services.


We understand the importance of offering reliable, superior service to all our clients. We offer a diverse, inclusive and flexible working environment where you are nurtured and mentored alongside our senior team members to help you achieve your best while maintaining mutual respect and support for all.


Our team is over 230 strong, so the opportunity to learn from the many team members in our six divisions is beneficial to your career.