Job Description
Receptionist / Administration Assistant
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About Us
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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.
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About the Role
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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.
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Part Time will be considered for the right candidate.
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Responsibilities
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Greet and assist clients in person and over the phone with professionalism and care
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Manage appointment scheduling and meeting room coordination
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Handle incoming and outgoing correspondence, including email and mail
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Maintain tidy,
welcoming office and reception areas
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Provide administrative support to advisers and client service staff
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Maintain accurate data entry and client records in line with compliance standards
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What We're Looking For
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Excellent interpersonal and communication skills
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Strong organisational abilities and attention to detail
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Ability to multitask in a fast-paced, client-focused environment
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Previous experience in a reception or admin role (financial planning or professional services a bonus)
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A proactive, team-oriented attitude
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Confidence using Microsoft Office; knowledge of financial planning software is advantageous (XPLAN)
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Why Join Centaur?
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A supportive and collaborative team culture
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Opportunities for career development and growth opportunities
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Fast-paced setting with a growing business
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Work in a values-aligned organisation making a genuine impact
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Beautiful office location close public transport
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