- EARN $75,000 - $85,000 + Super | Based On Experience
- Join A Boutique Financial Planning Practice In Canberra
- Professional Development & Career Growth | Office-Based Role
About The Company
Our client is a boutique financial planning practice based in Canberra CBD, dedicated to helping individuals and families build, protect, and grow their wealth. With a strong reputation for personalised advice and exceptional client service, the business prides itself on building long-term relationships and delivering tailored financial solutions.
Operating within a supportive and collaborative team workplace, the practice offers genuine career development opportunities for someone looking to establish a long-term career in financial services.
About The Opportunity
The primary purpose of this position is to provide administrative support to the financial planning team while delivering a professional and welcoming experience for clients.
Some of your responsibilities will include:
- Greeting clients and assisting with general enquiries
- Answering incoming phone calls and responding to emails
- Coordinating appointments and managing adviser calendars
- Preparing client documentation and correspondence
- Maintaining and updating client records and files
- Supporting the administration team with day-to-day office tasks
About You
The successful candidate will have:
- Experience in financial planning or accounting administration
- Professional presentation and client-focused approach
- Excellent communication and interpersonal skills
- Strong organisational skills and attention to detail
- Ability to work collaboratively within a small team
- Positive attitude with a willingness to learn
What's in it for You?
- Full Training & Ongoing Career Development
- Supportive, Friendly & Relaxed Team Culture
- Monthly Team Celebrations & Social Events
- Long-Term Career Progression Opportunities
- Canberra CBD Location Near Public Transport
- Cafés & Amenities Within Walking Distance
- Full-Time Role With Immediate Start
Apply today and don't miss out on starting this opportunity as soon as possible!