Established in 2009, 708 Wealth Management is growing firm focussed on assisting high-net-worth families invest their wealth. We have a large and growing client base.
708 Wealth Management is looking for a part time, work from home, assistant to help us with a variety of administration tasks. Tasks will include preparing client proposal presentations, setting up meetings, entering certain trade data into a reporting platform and word and powerpoint document production.
The job is around 5-15 hours per week depending on our workload. Workloads will increase at the start of a new reporting period (quarterly, half-yearly and annually) and will increase over time as we are growing rapidly.
Looking for someone with the following attributes:
- HIGHLY detail oriented with a passion for producing high quality documents and collateral.
- HIGHLY responsive with text messages and emails. Quick and responsive engagement with us is essential. Cannot wait till the end of the day to get responses to text messages or emails. The work is typically not time sensitive but prompt and effective communication is paramount.
- Financial Services experience not necessary but professional or admin or secretarial experience is important.
- High level of proficiency with MS Office.
- English speaking to native level.
Job would suit a stay-at-home Mum looking for some extra income around a househole schedule.
Pay is $35 per hour + super with flexible working hours around your schedule.
Please email your interest to enquiries@708.com.au
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