Administration Officer
Published date: 2024/01/10
- Location: Thoraipakkam, OMR, Chennai, Tamil Nadu, India
Assist with the coordination of Adviser appointments
- CRM database management and general data entry
- Perform research tasks relating to superannuation, insurance, and investments
- Prepare documentation and reports for clients and Advisers
- Lodgement of superannuation, insurance and investment applications
- Management of advice implementation
- Liaise with advisers, investment managers, insurance providers, platform administrators and superannuation funds to deliver outcomes for clients
- Support sales and marketing activities
The successful candidate will have:
- A desire to help people
- Excellent verbal and written communications skills
- High level of attention to detail and accuracy
- Ability to collect and analyse information, problem solve and make informed decisions
- Strong desire to learn and further develop your knowledge and skills
Desired Education Qualification
- Graduate
- Excellent Communication skills
- Knowledge or experience in a financial planning discipline will be an added advantage.
What’s on offer:
- Professional, supportive and friendly culture
- Receive personal one-on-one training from experienced members of the team.
Job Types: Full-time, Regular / Permanent
Salary: From ₹30,000.00 per month
Schedule:
Day shift
- CRM database management and general data entry
- Perform research tasks relating to superannuation, insurance, and investments
- Prepare documentation and reports for clients and Advisers
- Lodgement of superannuation, insurance and investment applications
- Management of advice implementation
- Liaise with advisers, investment managers, insurance providers, platform administrators and superannuation funds to deliver outcomes for clients
- Support sales and marketing activities
The successful candidate will have:
- A desire to help people
- Excellent verbal and written communications skills
- High level of attention to detail and accuracy
- Ability to collect and analyse information, problem solve and make informed decisions
- Strong desire to learn and further develop your knowledge and skills
Desired Education Qualification
- Graduate
- Excellent Communication skills
- Knowledge or experience in a financial planning discipline will be an added advantage.
What’s on offer:
- Professional, supportive and friendly culture
- Receive personal one-on-one training from experienced members of the team.
Job Types: Full-time, Regular / Permanent
Salary: From ₹30,000.00 per month
Schedule:
Day shift
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