Are you our new Director of First impressions?
We are a professional financial planning practice and are seeking a permanent full-time Administrator/Receptionist who has experience in customer service. This position plays a crucial role with our firm. Your mature approach to work and solid administrative skills will prove critical to your success in this position.
The Firm
RetireInvest Toowoomba prides itself on the provision of holistic financial advice that caters to a wide variety of clients. With a versatile, collaborative and hardworking team, we strive to maintain an innovative culture providing high quality customer service and continually help our clients reach their financial goals. Maintaining a healthy work life balance and providing staff with both a fulfilling career and an enjoyable work environment is paramount to our business, we aim to achieve this by providing flexible working arrangements where possible and regularly holding team events.
Key Responsibilities include:
Answering and directing incoming calls
Greet and attend to the needs of our clients
Paper and electronic file management and maintenance
Organisation of client and staff functions
Client marketing materials
Diary Management
Successful Applicants Must:
Have excellent interpersonal and communication skills
Demonstrated ability to easily acquire new skills
Enjoy working as a valued member of a fast paced team
Sound knowledge of Microsoft Word, Excel and Outlook
Previous experience within the Financial Planning industry and knowledge of Xplan would be ideal however not essential
Benefits and Perks
Work in a team environment where ideas, knowledge and experience are shared
Head office in Toowoomba is close to public transport, cafes and retail
Free Parking Provided
Salary package will be negotiated with the right candidate and will be dependent on the skills, experience and enthusiasm brought to the role
This position is available for an immediate start for the right candidate. Ongoing training will be supported.
If you are seeking a role that encourages personal and professional growth, challenges you and keeps you busy with a growing practice that focusses on the client relationship, then apply now.
All applications should include a resume and cover letter. We thank you for your application. Please note only successful candidates will be contacted.
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