Financial Planning Administrator Full-time Job

Financial Planning Administrator Position

Are you passionate about financial planning and providing top-notch administrative support? We are currently seeking a full-time Financial Planning Administrator to join our dynamic team of financial advisers. If you excel in customer service, enjoy problem-solving, and have a keen eye for detail, this role may be perfect for you.

Responsibilities include:

• Responding to investment inquiries via phone, email, and post mail.
• Providing administrative support to the adviser team.
• Onboarding new clients onto various systems and financial platforms.
• Receiving and executing client orders such as processing investment, redemption, and switch requests.
• Preparing documentation for internal and external meetings.
• Generating advice-related documents like Statements of Advice and Retirement Plans.
• Coordinating office activities to ensure efficiency and compliance with company policies.

Qualifications:

• A passion for excellence in all tasks.
• Strong problem-solving skills.
• Customer-focused mindset.
• Attention to detail.
• 2 years of experience in a similar role.
• Proficiency in Client Relationship Management systems and databases.
• Competence in Microsoft Office.
• Excellent written and verbal communication skills.
• Effective time management abilities.

Benefits:

Joining our team offers you the opportunity for career growth through training and personal development. You will work alongside high achievers in the field and have a platform to showcase your skills.

How to Apply:

If you are interested in this exciting opportunity, please send your CV and Cover Letter to career@trilogyfs.co.nz. The position is located in Parnell, Auckland.