Administration Support / Client Services - Energetic Workplace - Part-Time

About us

Associated Concepts Financial Services has provided personalised financial strategies to medical specialists and established professionals since 1994. As a family-owned and operated business, AC-FS prides itself on its tradition of service and trust. AC-FS’s distinguished personal service sets them apart. The team works closely with external professionals such as accountants and estate planning specialists to offer comprehensive solutions tailored to client's specific needs. AC-FS advisers take the time required to assist without compromise to mentor and guide, resulting in long term relationships with our clients. With over 25 years of experience in the industry, the AC-FS team has a proven track record of success in helping clients achieve their financial goals.

Qualifications & experience

• Financial planning industry experience and/or qualification is preferred, however not essential.

Tasks & responsibilities

• Assisting with general administrative tasks within the business.
• Working closely with the practice manager, client services team and financial advisers to assist in their day-to-day activities.
• Front reception and phone monitoring.
• Working both autonomously and as a part of a tightly knit team.
• Keen eye for detail to ensure accurate document preparation.

Benefits

• Friendly, family focused staff.
• Working with a team with a wealth of experience and knowledge, a great learning environment to develop your own skills and expertise in financial services.
• Work with high net-worth medical specialists and professional clients.
• Flexibility of working days can be discussed.