- Preparation of Statement’s of Advice and Record of Advice in all areas of financial planning. - Extensive experience with XPLAN. - Preparation of Insurance and Superannuation Applications- Liaise with fund providers to ensure all applications are completed correctly- Date Entry- Production of Fee Disclosure Statements and Fixed Term Agreements

- Preparation of Statement of Advice in all areas of financial planning. - Extensive experience with XPLAN. - Preparation of Insurance and Superannuation Applications- Liaise with fund providers to ensure all applications are completed correctly

• Report to Client Services Team Leader• Prepare general correspondence, letters, memos, file notes and reports on behalf of Client Advisers• Prepare client appointment documentation for Advisers• Prepare post client appointment documentation for Advisers• Schedule Appointments• Data Entry• Liaise with fund providers and clients• Maintenance of Meeting Rooms• Complete transactions on behalf of the client (term deposits, switches, applications)

• Report to Client Care Manager/Chief of Adviser Services• Supervise both Administration and Client Care departments • Delegation of tasks to both Administration and Client Care staff• Complete complex client applications for Superannuation, Pension, Investment and Insurance. • Perform Administration Audits• Preparation of Statements of Advices• Complex Insurance Applications• Preparation of Insurance Quotes• Create and Implement Client Care Procedures • Prepare/Manage Client Campaigns• Assist with preparation of management and board reports • Implementation/Maintenance of Client Care KPI Reports • Commission Checking• Facilitate Client Care/Adviser/Administration meetings • Conduct Administration/Adviser interviews • Reference Cheeking• Assist with Preparation of Administration Training Plans • Prepare and Facilitate Performance Reviews both Annually and ongoing

• Report to Administration Manager/Chief of Operations • Coordinate office administration staff and duties• Perform Administration Audits • Provide ongoing training to Administration staff• Facilitate Administration and Adviser Meetings• Prepare Client Briefings • Preparation of Statement of Advices• Preparation of Insurance Quotes• Petty Cash Officer • Complete complex client applications for Superannuation, Pension, Investment and Insurance.• Preparation of Statement of Advice • Maintenance of Business Reports • Attend Administration Interviews

• Report to Administration Coordinator • Greeting Clients • Scheduling Appointments • Incoming/Outgoing Calls• Prepare Pre/Post Appointment Documentation • Data Entry• General Filing/Photocopying • Maintenance of Reception/Meeting Rooms• Recording and Distributing of Incoming/Outgoing Mail • Preparation of Quotes