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 strong numerical skills. Must be able to confidently make and receive phone clients in a professional manner
- Ability to multi-task, in a busy environment
- Positive 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
- 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 professional 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