Executive Assistant - seeking life insurance and superannuation industry experience

Seeking executive assistant with life insurance and superannuation industry experience.

This role will provide executive assistant back-office support to the Practice Manager and Adviser to ensure our growing client base receives the highest level of service at all times.

TASKS INVOLVED
- Maintaining and documenting all policy renewals (sourcing information from provider website and entering into word tables / excel spreadsheet/ Xplan)
- data entry into financial planning software
- typing of file notes from dictation into word
- preparing Statements of Advice and other documentation for appointments
- database management including cross checking for compliance, setting tasks and workflows
- preparation of marketing materials, e-updates and e-marketing campaigns
- sending birthday e-cards to all clients
- database segmentation
- general administration tasks as required

EXPERIENCE / SKILLS
- Must have life insurance and superannuation industry experience - minimum 1-2 years
- Advanced computer skills – MS Suite (Word, Excel, Outlook, PowerPoint)
- Xplan/ COIN software experience
- Accurate typing speed – 60 wpm minimum
- Excellent communication skills both written and verbal - English
- A high level of attention to detail
- Graphic design experience highly regarded

The role involves a lot of online work, logging into websites to source information. The ability to navigate various websites with speed and ease is required.

HOURS/ WAGE
35-40 hours per week
Must be available Monday, Tuesday, Thursday and Friday between 9am - 4pm Australian Eastern Standard Time. You are flexible to work balance hours at your own schedule.
AU $400 p/month

OTHER IMPORTANT INFORMATION
We take the confidentiality of our clients very seriously so will complete due diligence with regard to personal and professional background checks. The successful applicant will be required to sign a Legally Binding Confidentially Agreement.

We would request a trial period so both parties are happy with the working arrangement.

We would like the successful applicant to become a part of our "team" so please consider this and only apply if you are able to commit with a long term view.

To apply for this position, could you please email me with a current CV and cover letter outlining your relevant industry experience and the tasks performed in the industry.

Could you please kindly provide references relevant to the experience we are seeking to avoid disappointment.

Seeking immediate start.