Practice Support and Revenue Management

at Private
Location Melbourne, Australia
Date Posted December 26, 2019
Category Other
Job Type Full-time
Send Resume at info@capstonefp.com.au

Description

Practice Support and Revenue Management location Melbourne. One of Australia's leading National AFS Licensees, is seeking an experienced financial planning administrator person to join our head office team. Being a member of the Practice Support team, this role offers excellent scope for you to display and enhance your current skills. This is a very broad role that covers many key aspects of our operations whereby you will pro-actively support our Financial Planning and Accounting practices by commpay revenue management, adviser authorisation / licensing processes, legal document preparation, maintenance of various registers, administration / operational support to our financial planning businesses across Australia, regular liaison with a range third parties, projects as required. What we offer we have a highly respected and professional reputation within the Australian market which in turn sees our business continue to grow year on year, excellent work environment that is innovative, flexible and enjoyable, industry leading financial planning and accounting value proposition, career development opportunities in areas that are of interest to you. Skills & experience in the financial planning industry, the use of xplan & commpay modules, financial reconciliations, strong attention to detail, excellent relationship management abilities, first class communication and organisational skills, self-motivated and conscientious, confident with technology i.e. microsoft office, excellent problem solving, numeracy and analytical skills, an ability to work independently as well as part of a close-knit team, continuous improvement focus, ability to work to deadlines, relevant qualifications.