Administration Support - Financial Planning office - Part time 21+ hrs per week

Feel Good Financial Planning


Small financial planning office seeks Administrative assistant for admin duties and risk insurance support

The ideal candidate will have/ be:

  • 2 years' experience or more working in a financial planning/ Risk insurance office
  • Strong working knowledge of Xplan
  • A strong understanding of risk insurance, including quotation systems, the application process, new business processing & claims handling.
  • A well-spoken & polite demeanour
  • Able to work in a small office environment
  • Easy going and flexible
  • Good eye to detail
  • Quick thinker 
  • Ability to update the business social media will be well received 

Duties

Office Administration for retail life insurance and Superannuation, includes answering phones, emailing clients and companies, problem solving.

Collection and sorting of mail

Maintenance of data base via Xplan 


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