Paralegal VA

About the Client:

Our client is launching an exciting new financial planning joint venture, led by seasoned advisors with a strong background in wealth management and superannuation services.

Responsibilities:

• Prepare and submit superannuation and insurance applications
• Assist with managed superfund applications
• Perform insurance research and generate quotes
• Communicate with clients via email to gather information or update them on progress
• Liaise with insurance providers and superannuation funds to collect necessary data
• Maintain and organize client files and documentation
• Potential future tasks include calendar management and appointment setting

Qualifications:

• 25 years experience in financial planning or superannuation administration (35 years preferred)
• Solid knowledge of insurance and superannuation processes
• Excellent attention to detail and ability to manage multiple tasks
• Strong written communication skills and a professional client-facing manner
• Comfortable with industry-specific platforms (e.g., insurance portals)
• Proactive, reliable, and highly organized