The RoleAre you our new Director of First impressions?
We are a professional financial planning practice who are looking for a friendly, professional and highly organised Administrator / Receptionist to become the welcoming face of our growing financial planning practice.As the first point of contact for our clients, you will play a key role in creating exceptional client experiences while supporting our advisers and wider team.
If you enjoy building relationships, thrive in a professional environment and take pride in delivering outstanding service, we would love to hear from you.About UsAs a trusted financial planning practice, we provide holistic advice to a broad range of clients, helping them make informed decisions and build financial confidence.
Our success is driven by a talented and supportive team that values collaboration, innovation and exceptional client care.
We recognise that our people are our greatest asset and are committed to providing a positive and rewarding work setting that supports both personal wellbeing and professional growth.About the RoleThis is a permanent full-time position that offers variety,
responsibility and the opportunity to be an integral member of a professional and growing business.Key Responsibilities include:Providing a warm and professional welcome to clients and visitorsManaging incoming calls and directing enquiries appropriatelyMaintaining both electronic and paper-based client recordsCoordinating client appointments and diary managementAssisting with the organisation of client events and staff functionsSupporting the preparation of client communication and marketing materialsManaging and contributing to social media activityProviding general administrative support to the teamAbout YouTo be successful in this role, you will have:Exceptional customer service and communication skillsA positive, professional and approachable mannerStrong organisational skills and attention to detailThe ability to learn new systems and processes quicklyA proactive attitude and willingness to contribute to a team environmentSound knowledge of Microsoft Outlook, Word and ExcelPrevious experience within the financial planning industry and knowledge of Xplan would be highly regarded but is not essential.This position is available for an immediate start for the right candidate.Why Join UsBe part of a supportive and experienced teamWork in a collaborative environment where ideas and knowledge are sharedEnjoy a convenient Toowoomba CBD location close to cafes, retail precincts and public transportFree on-site parkingOngoing training and professional development opportunitiesCompetitive salary package based on your skills, experience and the value you bring to the role
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