21 Aug
|
Bull Financial Group
|
Bundaberg Central
21 Aug
Bull Financial Group
Bundaberg Central
Job Description
Bull Financial Group is a highly successful Financial Planning Practice that has been providing strategic solutions to clients for over 40 years with a strong emphasis on client service, we believe in making a positive difference in our client's lives by providing the Right Financial Advice.
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We are looking for a full‐time Receptionist to add to our Bundaberg team. Your key responsibility will be the first point of contact for our clients along with administrative and support functions that include:
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- Answering incoming and transferring phone calls
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- Inward and outward correspondence
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- Assisting with client cashflows and invoices
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- Performing client database tasks
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- Preparing, scanning, and submitting paperwork
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- Preparing and printing forms and advice documents for client action
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- Assistance with meeting the client's financial needs
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- Maintaining office to agreed presentation standards.
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- As well as other duties to meet operational demand.
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Candidate
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This position would suit a qualified and friendly candidate who is
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- Has excellent organisational, communication, and interpersonal skills
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- Has excellent attention to detail and numeracy skills
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- Previous experience in customer service in a professional office.
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- Proficient in Microsoft Office Word and Excel, and excellent computer skills.
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This position is integral to the day‐to‐day support of our office and we are looking for someone who cares about the quality of work, our values, and core beliefs.
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📌 Receptionist (Bundaberg Central)
🏢 Bull Financial Group
📍 Bundaberg Central