Admin Assistant

Admin Support Other - Admin Support Posted 3 years ago


Less than 30 hrs/week
1 to 3 months


We are a Financial Planning firm located in Prahran, Australia and we are looking for dynamic, reliable and trust-worthy person to assist us with our increasing work flow.
Your primary task will be transcribing meeting recording into file note. We will provide you with a specific template and you will have to listen to the conversation and break it down accordingly. We meet a minimum of 15-20 clients a week and expect the file notes to come back to us within 5-6 hours from you receiving the recording.
As a second task you will take on a fair bit of our daily “follow-up” calls. You will be expected to contact relevant institutions and follow up on where things are at for e.g. with insurance applications, new Superannuation account etc... You will be given a 2 hours training for more in-depth explanation on how to proceed here.
If you are successful we will guarantee you a minimum of 10 hours of work a week with very high chances of pushing it to 20 hours of guaranteed work per week.
A good knowledge /understanding of the Australian Financial Planning industry would be at your advantage.  If you feel like you have the required skills please do not hesitate to hit apply!

Activity on this Job

Last Viewed by Client: 3 years ago

Hired: 1

About the Client

(4.36) 8 reviews

Melbourne 06:50 AM

19 Jobs Posted
69% Hire Rate, 1 Open Job

Over $50,000 Total Spent
18 Hires, 1 Active

$6.06/hr Avg Hourly Rate Paid
8,480 Hours

Member Since Nov 23, 2012