Financial Advisory | Receptionist/Administration Assistant (Robina)

Financial Advisory | Receptionist/Administration Assistant (Robina)

26 Aug
|
Important Company of the Sector
|
Robina

26 Aug

Important Company of the Sector

Robina

Receptionist / Administration Assistant
Join a skilled, dynamic team supporting financial wellbeing on the Gold Coast.

About Us
Centaur Financial Services is a well-established, client-centric financial planning firm based in the heart of the Gold Coast. We’re known for delivering high-quality, values-driven advice and building long-term relationships that help our clients thrive. As we continue to grow, we’re looking for a vibrant and organised individual to be the welcoming face of our business.

About the Role
We’re on the lookout for a confident and reliable Receptionist/Administration Assistant to join our team. This front-line role is key to creating a warm and professional first impression for our clients while supporting the wider team with day-to-day administrative tasks.

Part Time will be considered for the right candidate.

Responsibilities

- Greet and assist clients in person and over the phone with professionalism and care

- Manage appointment scheduling and meeting room coordination

- Handle incoming and outgoing correspondence, including email and mail

- Maintain tidy,



welcoming office and reception areas

- Provide administrative support to advisers and client service staff

- Maintain accurate data entry and client records in line with compliance standards

What We’re Looking For

- Excellent interpersonal and communication skills

- Strong organisational abilities and attention to detail

- Ability to multitask in a fast-paced, client-focused environment

- Previous experience in a reception or admin role (financial planning or professional services a bonus)

- A proactive, team-oriented attitude

- Confidence using Microsoft Office; knowledge of financial planning software is advantageous (XPLAN)

Why Join Centaur?

- A supportive and collaborative team culture

- Opportunities for professional development and career growth

- Fast-paced environment with a growing business

- Work in a values-aligned organisation making a genuine impact

- Beautiful office location close public transport

📌 Financial Advisory | Receptionist/Administration Assistant (Robina)
🏢 Important Company of the Sector
📍 Robina

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