Muriel Dunn Financial Services is an independent financial planning practice with a 20 year history of client care and management.

Planner Support Administrator
We are currently seeking to employ a new Planner Support Administrator to work alongside our Financial Planners.

Responsibilities

• Produce timely and accurate maturity notifications and portfolio reviews under the close guidance of our Financial Planners.
• Provide caring and efficient services to clients.
• Share reception duties – phone, mail, stationary.
• Share computer and database support.

The Person we seek will be

• Welcoming and caring towards our clients. We want someone who will share our vision of “Listening, Caring, Helping”.
• Well organized, methodical and always accurate in their work
• Have a good understanding of the financial industry and financial products, possibly with banking experience.
• Have very good computer skills and experience in database usage, ideally, but not necessarily, with experience of the Virgil system.

The opportunity

• This role may appeal to someone starting a career in financial planning. Our employment terms support on-going professional training.

This is a full time position in our office in Te Rapa, Hamilton.

Please email your CV to karen@murieldunn.co.nz,

Or post to:

PO Box 137 002
Parnell
Auckland.