Administration Assistant - Financial Services

Location: Albury, NSW, Australia
Date Posted: 14-05-2018
Our valued client is a leading financial services company based in Albury. They are currently seeking to appoint a full time Administration Assistant to join their organisation.
The position will involve general administration support, including New Business lodgement and follow up, database maintenance, Dictaphone file notes and filing. Client survey management also, which will include dispatch, follow up and recording responses for tracking our service quality
Assistance to Paraplanning will form a part of the role and include production of Product Comparisons (PCC), provision of quotes / illustrations, technical enquiries for planners etc. To be considered for this role, candidates should have the following proven skills and capabilities:
  • General Insurance qualification required to be completed
  • Competence in use of Microsoft word and excel
  • Experience in using Coin software desirable
  • Commitment to ongoing education and accreditation
  • An outgoing personality and good people skills
  • Good organisational skills and ability to work to deadlines
  • High levels of self motivation, initiative and determination
The successful candidate will also be required to study for a RG146 certificate during their employment.
The successful candidate will be offered an attractive salary dependent on experience. 
To apply for this position, please follow the link below.
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