
Senior Financial Analyst
22 hours ago
Job Role:
We are seeking a skilled Financial Planning Assistant to join our team. As a key member of the financial planning team, you will play a vital role in ensuring the smooth preparation and lodging of financial documents.
About the Job:
The ideal candidate will have a solid background in finance or a related field, with a minimum of 5 years' experience in financial and administrative tasks. You will be responsible for managing internal databases, drafting client correspondence, and liaising with providers.
Key Responsibilities:
- Assisting in the preparation and lodging of financial documents.
- Managing internal databases to ensure accurate tracking of implementation tasks.
- Drafting client correspondence, including reports and presentations.
- Liaising with providers to ensure seamless service delivery.
- SUPPORTING AD HOC TASKS AS REQUIRED BY THE FINANCIAL PLANNING TEAM.
Requirements:
- Bachelor's degree in finance or a related field.
- A minimum of 5 years' experience in financial and administrative tasks.
- Proficiency in MS Office, particularly Excel, Word, and PowerPoint.
- Strong communication and interpersonal skills.
- High accuracy and attention to detail.
What We Offer:
- A competitive salary package.
- Ongoing training and professional development opportunities.
- A supportive and collaborative work environment.
- The opportunity to work with a dynamic and experienced team.
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