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Planner Assistant - St George- Gosford Job Details
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| Planner Assistant - St George- Gosford (Ref: NEW00832) | |
| Sector, Sub Sector: | Other |
| Compliance Type: | Regulatory/Compliance |
| Expertise: | - |
| Company: | WestPac |
| Location: | NSW-Central Coast Oceania, Australia |
| Employment Type: | Permanent |
| Job Description: |
BT Financial Group (BT) manages Westpac Banking Corporation's wealth management operations with a focus on Australia and New Zealand. BT designs, manufactures, administers and distributes financial products and services that enable customers to create and manage their wealth. Advice is a key business unit within BT, responsible for Westpac Financial Planning, and encompasses the following areas:
As the Planner Assistant you will provide assistance to designated financial planner/s. Your major accountabilities will include a range of administrative functions such as diary management, file preparation, online applications, preparation of portfolio valuation reports and fact finding to Compliance responsibilities such as product and role accreditation and updating relevant databases. The ideal candidate will possess strong client service skills, orientation and focus. You are a results orientated individual with the ability to influence others to drive results. Your excellent relationship skills combined with your ability to meet deadlines under pressure and your strong communication and presentation skills will set you apart. You must possess the ability to work autonomously, as part of a team, and ability to work for more than one person simultaneously and your attention to detail, excellent telephone manner, numerical aptitude and strong organisational and time management skills are all essential for success as a Planner Assistant. Previous experience in an administrative role with a customer service orientation experience desirable. Your attitude and passion are as important to us as your experience. For a confidential discussion regarding your application please call: Paula Parolin on 08 8422 4065 |
| Job Ref No: | NEW00832 |
