About us
We're a Toowoomba based financial planning business, providing high quality, strategic planning advice to our clients, who are located throughout Australia.
While we're continuing to grow, many of our clients have been with us since our inception and we have a great relationship with them.
We're offering an administrative role, with the ability to support the business on a day-to-day basis.
As part of a small team, we strive to provide a supportive environment, where we enjoy our job and each other.
Qualifications & experience
Attention to detail and ability to follow processes
Client service experience, with commitment to exceptional client service delivery
Excellent written and oral communication, with solid numerical skills.
Must be able to confidently make and receive phone clients in a professional manner
Ability to multi-task, in a busy environment
Strong time management skills
Good understanding of office procedures, with experience in Microsoft office
Keen to work as part of a supportive team and maintain a calm manner when presented with sometimes challenging situations
Ability to problem solve,
but also ask questions or seek direction when guidance is needed
Be capable of upholding high compliance standards
Be a self-starter, who is able to work independently
Experience in a financial planning practice would be highly regarded (we use xplan), but if you have the right attitude we can teach you
Tasks & responsibilities
Record management for our clients
Client and product provider liaison
Diary management
Dealing with correspondence
Take ownership and proactively manage assigned responsibilities
Advantages
We strive to offer a supportive, working environment where people enjoy their job and support each other to get the job done
We're happy to provide opportunities for qualified growth, training and development
We offer paid leave for your birthday, so your day can be all about you
We are flexible as to whether this position will be part time or full time, and a salary commensurate with experience and enthusiasm will be available to the successful applicant