Employment Opportunities

Financial Planning Administrator

Murray Asset Management is an established, independent Investment Management and Financial Planning firm. We pride ourselves in providing a responsive, professional service to our clients, matching their individual financial requirements with tailored investment solutions.
An opportunity now exists for an enthusiastic, motivated individual who is looking to work as part of a small and friendly unit, providing high-calibre administrative and report writing support to the Financial Planning Team.
Key responsibilities will include:

  • Prepare and maintain client files in response to customer enquiries
  • Complete daily processing tasks and update relevant systems including personal workflow
  • Respond to customer and client requests, preparing and drafting recommendations where appropriate
  • Liaise in a professional and friendly manner with other business areas to facilitate responses to client enquiries
  • Read and respond to both internal and external communications
  • Ad-hoc duties as and when required
    Skills, knowledge and experience:

  • Ability to plan and prioritise own workload
  • Good interpersonal skills
  • Able to multi-task, prioritise tasks and work to tight deadlines
  • Good accuracy and attention to detail
  • Good IT skills using Word, Excel and Outlook
  • Previous experience working within a financial services environment
  • Ability to work both on own initiative and as part of a small team
  • Excellent writing skills
  • Good mathematical ability

    In return we can offer financial and management support towards achieving professional qualifications, with a view to becoming a Paraplanner, a competitive salary and employee benefits package.
    If you feel you have the necessary skills, experience and aptitude to be a success in this role, please download the on-line application form and return it to [email protected]