- Hours 8.30am to 5.00pm Monday to Friday
- Permanent Position - Salary $55-60k plus super
- City Location
Our client has been established in Canberra since 1992 as a specialised financial advisory practice with a focus on providing financial services to a wide range of clients from small business owners to primary professionals.To be considered for this position you will have the knowledge of the administrative aspects of share trading, familiar with managed funds, experience with investment platforms and preparing valuation reports and a good working knowledge of the administrative and compliance aspects of self-managed superannuation funds. Specific duties and responsibilities include: -Coordinate the preparation of Statements of Advice
-Complete Records of Advice for clients files
-Liaise with advisers for reasons supporting the advice
-Creation of new client/s in the business database
-Regularly review the Compliance section on AdviserPoint to check for updates
-Completion of self-managed super fund compliance documents
-Respond to annual audit queries
-Preparation of monthly valuation reports and invoices
-Other duties include research, calculations for entitlements; assist with completion of online applications and general filing. Required skills and experience: -Experience working within a financial planning practice is essential!
-Advanced computer literacy for MS Word and MS Excel
-Ability to write clearly and concisely
-Strong organisational and time management skills
Ability to analyse data and provide feedback Applications close 9th January so apply now! To apply online, please click on the appropriate link below. Alternatively, for a confidential discussion, Kylie Hawker on (02) # # , quoting Ref No. 13309.-/center- | 
