Australian Financial Planning Paraplanner

We run a financial planning business in Sydney, Australia.

We are seeking an administration assistant who has experience with Australian financial planning businesses.

The role will involve various administrative duties including assistance with:

- Client correspondence
- ATO/ASIC correspondence
- Preparation of statement of advice
- Correspondence with product providers
- Financial analysis / reconciliations

The candidate will need to be familiar with Onedrive, Excel and Outlook.

The business uses myProsperity and Netwealth so experience with those platforms is ideal but not necessary.

The role pays USD $7.5 per hour and is expected to require 35 hours per week.