Answered all incoming calls, determining the callers needs and redirecting all phones calls to relevant person or department. Coordinated and administered all incoming and outgoing mail. Assisting financial advisers and home loan advisers. Meet and greet clients, first point of contact, making them feel welcome while assisting with their queries. Administration support which included scanning documents, photocopying, filing and archiving. Maintained stationery levels and processed online orders through our national provider. Coordinating electronic appointment diaries for the Wealth Management Advisers in the Subiaco office. I worked with a small team of 14 people at the Subiaco office, the majority of us had worked there for more than six years so I had a good working relationship with my colleagues. The most difficult part of the job was not having all my skills fully utilised. The most enjoyable part of the job was interaction with long standing clients with whom you formed a good working relationship with.
Monthly RDO, staff discount on personal and home loans including insurance.
Lack of parking for staff members at the Subiaco office