Office Administrator / Paraplanner

Read Office Administrator / Paraplanner
Stewardship Wealth Management
Location: Sydney CBD, NSW
Date advertised: 14th July 2020
Job Type: Full time, Permanent
Closing Date: ASAP

The firm

Stewardship Wealth Management is a privately owned business which provides holistic personal wealth management including financial strategic advice, investment, superannuation, debt, cashflow, personal insurances and estate planning advice.

Our clients are mostly families and individuals with a strong commitment to evangelical Christian values and faith. The firm has operated since 2006 and continues to grow.

The role

We are seeking a highly organised person to assist the team. The role includes administration, liaising with fund managers and clients and implementing plans.

The role is permanent full time however there is flexibility around this for the right candidate.

The candidate

The ideal candidate will be able to demonstrate initiative, attention to detail, strong verbal and written communication skills, an ability to cope with changing priorities, a passion for customer service and administrative experience.

We are seeking someone who is highly numerate, possesses tertiary qualifications, is personable, well presented and empathetic.

People with an interest in the financial markets would be preferable.

The opportunity

This is a great role for someone looking to change career, commence a career or re-enter the work-force.

To find out more about this position or to express your interest please contact Malcolm Boyd on 0402 013 630 or mboyd@stewardship.net.au.