We are a locally owned boutique financial planning business based in Mackay, who are passionately committed in delivering the highest quality of ongoing, professional, financial planning advice to our clients.

Due to the continued growth of our business, we seek an Administration Officer who will support the day-to-day operations of our business.

The Role

We are seeking a dedicated Administration Officer to assist our Financial Planners. As part of our team, you will be responsible largely for preparing client reports and paperwork, along with completing daily administrative tasks for the business.

You will be working within a team environment and other duties will include, but are not limited to:
Ensure the filing of all documents meets current compliance requirements
Use your initiative to improve efficiencies in all areas of administration
Other administrative duties as required

You will need to have:
Excellent problem-solving skills and attention to detail
Strong communications skills, both written and verbal
A positive 'can-do' attitude and can learn quickly in a fast-paced role
Great time management and organisational skills
Advanced Microsoft Office skills
Professional phone manner and robust client service focus




Ability to work in both a team environment and on your own
Experience in a qualified office environment is desirable but not essential

Training will be provided to the successful applicant for the purpose of understanding internal business systems and processes for an efficient transition into the role.

We promote a positive team culture where high performance can thrive. We value excellent client service, integrity, and honesty in our employees. We look for employees who have a genuine passion for working with clients to meet their life goals and aspirations, are results-focused and can contribute to a strong team. In return for your valued contribution, we will support your ongoing career development and offer a friendly and supportive environment for you to thrive in. You will receive a market-competitive salary. You will also experience the work/life balance that comes with 2 dedicated Fridays off a month.

If you have the right attributes to be successful in this position, then please click on the APPLY button.

We look forward to receiving your application. Only shortlisted candidates will be contacted.

📌 Administration Officer The Leap
🏢 AccuVest Mackay
📍 The Leap