HQB Financial Solutions

07/06/2021

HQB Financial Solutions is a small boutique family-owned Financial Planning firm offering a permanent part time position to assist a Financial Planner with day to day administration and client support. HQBFS is a pleasant flexible working environment.
You would be required to operate CRM systems, prepare presentation documents, submit, and follow through with applications, communicate with clients and liaise with various product providers in support of a Financial Adviser. Applicants must have sound problem solving skills and quick learning capabilities.
Increase of hourly pay rate above award offered in line with experience, problem solving skills and relevant tertiary education. The role is currently 4 days per week and available from 1st July 2021.

Applicants must have
• At least 12 months experience supporting a professional up and beyond secretarial duties.
• High level computing skills
• Competent with Office 365 (word, excel and power point)
• Experience with CRM systems.
• Ability to communicate effectively to a variety of clientele age groups.
• Work in an unsupervised environment.
• Sound problem solving and learning abilities.
• Pleasant personality able to work within a team environment.
• Consider a traineeship program.

Preferred applicants would have
• Personal Assistant experience within the financial Planning industry.
• Tertiary education (Certificate 3 and/or 4 in Business administration)
• Commitment to a long-term position.
• Supported a Financial Adviser.

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