About Entireti Entireti is the leading business service partner for financial advice practices in Australia. At Entireti, our team is dedicated to helping each other and our adviser network thrive. We foster a supportive, innovative culture where everyone has the tools and opportunities to grow, collaborate, and help Australians reach their potential. Duties and Responsibilities · Generate accurate, timely reporting using Xplan, Salesforce, Xeppo, and other systems. · Assist with onboarding of new practices and authorised representatives. · Support meeting preparation and logistics for the GM and CEO. · Coordinate adviser forums, peer groups, and industry events. · Maintain content for newsletters and the Member Site. · Provide administrative support across the Fortnum & PFS Business Unit. · Liaise with advisers and practice staff, directing queries to relevant teams. · Contribute to cross-functional initiatives and working groups as required. Qualifications, Skills and Abilities · Strong analytical and reporting skills. · Excellent written and verbal communication skills. · Highly organised, with the ability to manage multiple priorities. · Comfortable working independently and within a team. · Previous experience in financial services or financial planning preferred. · Tertiary qualifications in Financial Planning, Business, or Commerce (desirable). · High emotional intelligence and a proactive, solutions-focused mindset. · Proficiency in Microsoft Excel and PowerPoint; XPLAN and CommPay experience highly regarded.
