Junior Business Traineeship - Trachyte Wealth — Erakala, Mackay
Expired

MRAEL are seeking a highly motivated and bubbly Full-Time Business Trainee to join the team at Trachyte Wealth . Trachyte Wealth is a family owned financial planning business with a focus on providing affordable financial advice to help everyday people meet their financial goals. This is an excellent opportunity to join a friendly, caring and supportive team The successful candidate will perform the following duties; Welcome clients on entry of reception and assist with general inquiries Prepare client reports and documents to assist in the preparation of client reviews and advice documents Prepare enhanced Fee Disclosure Statements, ongoing service agreements and associated forms as required Complete all relevant reports and presentation material used in client appointments. Support the financial planning professionals in the preparation of all reports documenting Undertake super, investment and insurance research from platform providers and prepare insurance quotes as directed by financial planning professionals Maintain client xplan records Complete follow up tasks Book appointments Distribute newsletters Maintain office stationery What the successful candidate will bring to the position; A can do attitude with the desire to grow and be challenged High attention to detail with excellent communication skills Neat and professional presentation at all times Requirements: Customer service experience - Highly desirable Must be an Australian citizen/resident Excellent communication skills (both written and verbal) A positive quick learner attitude Reliable and punctual Good attention to detail Experience with Microsoft office suite Completion of year 12 Drivers licence (Preferred) Location: Mackay Work Type: Full Time Business Traineeship - Monday - Thursday, 8am - 4:30pm & Friday 8am - 2:30pm Benefits of a Traineeship: Earn and learn - Weekly Wage On the job training provided Mentoring and Support if required Nationally recognised qualification: Certificate III in Business - BSB30120 What's Next: Click " I'm Interested" to create your profile, please ensure all your contact details are correct Upload your current Resume Once your application has been reviewed, you will be provided with required aptitude testing to completed to finalise your application. Please note: If you fail to provide and complete all details as requested above your application will not be considered. MRAEL is an equal opportunity employer.

Applications close Sunday, 25 February 2024
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Find more jobs nearby: Foulden, Erakala, Glenella, Racecourse, West Mackay.