We are super excited to be recruiting for a financial planning organisation
who offer full flexibility in terms of working arrangements and pride themselves on their family-like culture! These guys have been around for the last 20 years and pride themselves on the clever product and exceptional level of service they provide their customers from all over Australia.
What’s in it for you?
- Fully WFH position -
hello work-life balance!
-
The freedom
to help out with school pickup/drop off with flexible working hours!
- $70,000 - $75,000 + Super
- Second to none
workplace culture
- Annual incentive trips - the team loved visiting the beaches of Bali
last year!
- Opportunity for invaluable life experiences working in financial planning!
More About the Role
This role will involve assisting existing customers with their financial requests. A busy, fast-paced role which is predominately email-based, will require adequate computer skills and a high level of attention to detail. Working amongst a supportive team, you will be given all the training you need to ensure you’re ready to hit the ground running.
Key Requirements
- A ‘no job is too big or small’ work ethic
- Experience working within the financial industry is advantageous
- Computer skills, proficiency in Microsoft Office, Gmail and Outlook
- CRM experience preferred, particularly Hubspot
- A sense of humour and good attitude is a must!
If this sounds like an opportunity you can't miss on - please APPLY NOW! If you have any questions please shoot Marcus an email - marcus@smaart.com.au
Finance Assistant
Finance Assistant
Contract Type:
Full Time
Location:
Melbourne - VIC
Industry:
Admin / Secretarial / Office Support
Salary:
70000 - 75000
Reference #:
3948443
Contact Name:
Contact Email:
Contact Phone:
Date Published:
28-Jul-2025