This is a great opportunity to join a small, growing financial planning firm as a Client Coordinator. We are looking for someone who is a super-organised, all-rounder who can support with advice admin but also more broader administrative work for the team. Ideally you have some experience with Intelliflo back office system.Key responsibilitiesAssist with annual reviews and adviceHelp prepare documents prior to meetingsMaintain client database and recordsProviding post meeting supportOnboarding new clientsManaging team diary and answering telepone callsGeneral office administration dutiesEssential skills:• Excellent organisational skills• Good eye for detail and accuracy• Gets things done - a doer and completes the task well• Excellent IT skills and proficient in Microsoft Office productsWe are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm or related financial services organisation. ..... full job details .....