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 RoleWe 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 requirementsUse your initiative to improve efficiencies in all areas of administrationOther administrative duties as requiredYou will need to have:Excellent problem-solving skills and attention to detailStrong communications skills,



both written and verbalA positive 'can-do' attitude and can learn quickly in a fast-paced roleGreat time management and organisational skillsAdvanced Microsoft Office skillsProfessional phone manner and strong client service focusAbility to work in both a team environment and on your ownExperience in a professional office environment is desirable but not essentialTraining 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 robust 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 competitive salary.You will also experience the work/life balance that comes with 2 dedicated Fridays off a month.
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📌 Administration Officer (Queensland)
🏢 AccuVest Mackay
📍 Queensland