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Helpstage in MELBOURNE

You will work for a financial planning company based in Melbourne.

Conditions of employment:
3 - 6 Months Internship period
Proposed Remuneration will be $55 - 75 per day (depending on qualifications and experience) for 5 days per week employment from 9 am to 5 pm.

The job description will be as follows:
A) Customer Service (helping other staffs in the practice)
- Liaising with our existing clients on an on-going basis to provide exceptional customer service and experience
- Provide regular investment reports to our Clients
- Sending out monthly e-newsletter ( and use of appropriate newsletter management software)
- Preparing Annual Fees Disclosure Statement and to be mailed to our existing Clients database
- Data Entry in Client Relations Management Software
- Ad Hoc Duties

B) Quality of Advice (helping Other Staffs in the practice)
- Financial Modelling and Forecasting
- Assistance in writing of Advice Document ( Financial Plan or Statement of Advice)
- Reconciliation of Data before proceeding to Financial Modelling
- Learning and Development ( on line training ref Financial Planning Topics)

C) Sales and Marketing (helping other staffs in the practice)
Participate in Marketing Campaigns to target client groups Prepare monthly clients list ( to be called by the financial adviser Ad Hoc Duties

D) Business Improvement Projects (helping other staffs in the practice)
- Analyse Business Systems and Processes to improve Business efficiency ( Sales and Marketing; Customer Service and Quality of Advice)

E) Other Business Projects
Please feel free to contact us should you need any further clarification on the above or if you need any further information

Applications must be sent to : contact@helpstage.com

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