Chalk Capital is a long established and highly regarded wealth management firm based in the heart of the Darling Downs. Due to the growing demand for our services, we are seeking a Receptionist / Administration Assistant to join our team. This full-time position is central to our operations, serving as the first point of contact for our clients and acting as a vital support function across our wealth management team. This position requires a proactive and detail-orientated individual who can multitask and handle a variety of responsibilities with precision and professionalism.
Key responsibilities
- Managing customer enquiries, calls, emails and appointments in a skilled, friendly and efficient manner.
- Providing general administrative support to all staff including preparing client review documents and managing the fee consent process.
- Managing the reception area including the greeting and assisting of visitors and clients, client hospitality, handling incoming and outgoing mail and packages.
- Ensure all customer communications and documentation is accurate and delivered to a high standard.
- Manage office supplies and ensure sufficient stock levels.
- Maintain accurate and up-to-date records and databases.
About you
- Strong organisational skills and with attention to detail and quality.
- Excellent communication and relationship-building skills with the ability to engage with a variety of stakeholders.
- You are a team player who thrives in a professional, forward-thinking environment.
- Able to handle confidential client information with discretion.
- Proficiency in Microsoft Office and have the confidence in learning new systems.
- A professional manner, initiative and commitment to high-quality client service.
- Flexibility and willingness to support the team across various tasks as required.
- An understanding of the financial services industry would be advantageous but training will be provided for the right candidate.
- Be a critical part of a high-performing team focused on achieving the best outcome for all clients.
- Ongoing training and development.
- Competitive salary that reflects your experience.
- Work within a collaborative culture that fosters growth and learning.
About us
Chalk Capital is a long established and highly regarded wealth management firm based in the heart of the Darling Downs. We pride ourselves on our people, expertise and core values that has seen our firm drive consistent growth for nearly 30 years.