
Administration Officer
2 days ago
Job description
**Key Responsibilities**:
- Assist with the coordination of Adviser appointments
- CRM database management and general data entry
- Perform research tasks relating to superannuation, insurance, and investments
- Prepare documentation and reports for clients and Advisers
- Management of advice implementation
- Liaise with advisers, investment managers, insurance providers, platform administrators and superannuation funds to deliver outcomes for clients
- Support sales and marketing activities
- A desire to help people
- Excellent verbal and written communications skills
- High level of attention to detail and accuracy
- Ability to collect and analyse information, problem solve and make informed decisions
- Strong desire to learn and further develop your knowledge and skills
**Desired Education Qualification**
- Graduate
- Excellent Communication skills
- Knowledge or experience in a financial planning discipline will be an added advantage.
**What’s on offer**:
- Professional, supportive and friendly culture
- Receive personal one-on-one training from experienced members of the team.
**Job Types**: Full-time, Permanent
Pay: ₹25,000.00 - ₹30,000.00 per month
Ability to commute/relocate:
- Thoraipakkam, OMR, Chennai - 600096, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 2 years (required)
Work Location: In person
Application Deadline: 31/07/2025
Expected Start Date: 01/09/2025
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