Administration Assistant

Job description

As part of the Viridian Financial Group, Enlightened Financial Solutions (EFS) is a dynamic and growing team that serves over 400 clients in the Mackay Region and beyond. Our business is one of Mackay’s leading financial advisory firm’s which has been providing holistic financial advice to our clients for over a decade. We are privileged to have close and long-lasting relationships with our clients, who range from those ‘starting-out’ through to those enjoying their retirement. About the Role: Working alongside our financial advisers, you will be responsible for the professional delivery of administration services to our clients. In doing so, you will work directly with clients and get to know them well. Key Responsibilities: The key responsibilities that cover all areas of client service will include: - Preparation and implementation of client advice documentation including application forms, asset and insurance transfers/withdrawals, as well as dealing with product providers to ensure completion of business. - Onboarding of new clients and meeting the ongoing administration needs of existing clients within agreed time frames and in a proactive manner. - Ensuring client and provid...