Admin. Assistant (Financial Planning) | Full-time | Long-term | Australian business

*NOTE - PLEASE READ description and application process below and answer questions - almost NOBODY ELSE will and if YOU do, you will automatically stand out from the crowd*

*This is a long term, full-time position*
*Successful applicant will be working ONLY for me 9am-5pm (Aust) Monday to Friday*
*Unsuitable if you have other job or freelance commitments*
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Financial planning business in Australia requires home-based Admin. Assistant to assist with all administration, client management and back-office planning preparation.
The successful applicant will be working directly for the owner/financial planner and duties will involve, but not limited to:
- Maintaining client database using financial planning CRM (Midwinter)
- Sending authority for information forms and ringing institution to obtain information
- Assisting in preparing all necessary paperwork / files
- Transcribing voice recorded file notes into CRM
- Obtaining data and completing client fee statements
- Assisting with file preparation and client data for ongoing service meetings
- Preparing insurance quotations and comparing with clients' existing policies
- Comparing clients' existing super funds against proposed funds using planning software
- Maintaining and lodging posts to social network platforms

To be considered for this role, applicants should possess the following:

MANDATORY ONLINE JOBS TESTS (Must be listed on your profile)
- English Test result of C1 or C2 (Advanced)
- DISC Test results (Personality profile)

JOB SPECIFIC SKILLS:
- Computer literate inc. Microsoft Office skills (esp. Excel / Word)
- Good written and oral communication skills
- Previous experience as financial planning assistant highly regarded
- Experience with Midwinter financial planning CRM highly regarded

OFFICE REQUIREMENTS:
- Fast internet connection capable of Skype video calls;
- Home based office/desk in private area away from noise and distraction;
- Reliable computer with Upgrade to see actual info and headset suitable for skype calls

The successful applicant will demonstrate that they value and are seeking long term employment, demonstrate excellent attention to detail, be meticulous with paperwork and electronic filing of data, and be able to work through tasks with minimal supervision. You will be a self-starter and a quick learner and enjoy contributing to the long term success of your employer.
Training provided.

Start date ASAP.

APPLICATION PROCESS : (Follow this EXACTLY, and you will almost be guaranteed an interview)

Please send application letter NOTING following:
- Non-personal (generic) applications will be IGNORED
- Confirm in your first 3 lines that you:
- Are available 9am-5pm M-F | Do NOT have another job | Are seeking LONG TERM employment
- Ensure you have completed English test and DISC test
- BRIEFLY describe the job specific skills (as per this ad) that you possess; confirm your office set up as described; and any other RELEVANT information that shows why you are most suited to this position
- Include your Skype ID and a link to your Resume and Facebook profile
- Irrelevant information in cover letter pertaining to non-relevant skills and/or not specific to this job will show me that you are not serious, have not read the ad and do not value the position or my time !