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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!