Are you a self-starter with a knack for multitasking and with a good sense of humour? Work for a small but growing family-owned financial planning business located in fantastic city offices.
This is a varied role liaising with clients and stakeholders. We are looking for some that is detail orientated, strong customer service skills and has strong time management skills.
What You'll Be Doing:
* Monitor and respond to emails and phone calls
* Assisting planners with setting up new client files
* Manage insurance applications and associated administration
* Handle sensitive and confidential information with professionalism and discretion
* Prepare and edit correspondence, prepare essential documents for meetings
* Liaise with various parties such as fund managers and accountants to gather client information
* Welcome clients – telephone and in person
* Scheduling and confirming appointments for staff
* Tackling any other tasks that come your way.
What We're Looking For:
* Proven customer service skills and a client-first mindset
* Clear, confident communication—written and verbal
* Ability to juggle tasks while staying calm under pressure
* Self-motivation and initiative, with a collaborative spirit
* Prior experience in admin or customer service (bonus if it's in insurance or financial services)
* Strong computer literacy
* A positive, professional attitude and a great team player
On Offer:
* Excellent training and ongoing support to help you thrive
* $73K - $75K plus Super
* A welcoming team culture in brand-new city offices
* Free coffee and a role that's varied and engaging
If you're ready to bring your precision and personality to a team that values both, we'd love to hear from you.
Apply NOW or reach out to Vanessa at for more info.