Main Purpose of the Role
·     To arrange Marketing events

·     To ensure clients are welcomed to Profusion Planning either via phone or when in person

·     To ensure the offices of Profusion Planning are always in a clean state and maintained for operations.

 

Position functions
·     To support the Financial Planners in the provision of advice and ongoing service to new and existing clients of Profusion Planning.

·     To ensure the professional and courteous delivery of service to the clients of Profusion Planning.

·     To improve the service and processes of Profusion Planning

·     To make clients feel welcome

 

Reports to
·     Directors of Profusion Planning

 

Management responsibility
·     None

 

Principal responsibilities
·     Organise marketing events

·     Ensure marketing events are run smoothly, on time and budget

·     Ensure office is always in a clean and tidy state

·     Ensure phones are attended to during business days

·     Monitor staff attendance

·     Organise staff functions

·     Be hospitable to clients – Ensure coffee and biscuits are offered to clients

·     Ensure meeting rooms are in a clean and presentable state. (e.g.,. No client information from previous meetings displayed).

·     To order stationary and staff amenities when required

 

Knowledge & skill requirements
·     Excellent PC literacy (including Microsoft Office programs)

·     Knowledge of financial planning process.

·     Knowledge of Profusion Planning Processes

·     Phone skills

·     Excellent attention to detail

 

Experience, qualifications and training
·     Demonstration of a high-level customer service

·     Phone Etiquette training

 

Communication Requirements
·     Excellent telephone manner.

·     Demonstrated commitment to providing excellent client service.

·     Excellent written and verbal communication skills.

 

Problem-solving & decision making
·     Excellent time management capabilities.

·     Ability to balance competing demands.

·     Have an understanding of what is required before proceeding

 

Please feel free to share this with anyone you may know or, send me your CV brad@profusionplanning.com.au or contact me, 08 9316 3050