Job Overview
This key role involves managing client relationships and administering various tasks in a fast-paced, results-driven environment.
We are seeking an experienced professional to maintain and develop new and existing connections with clients, serving as the first point of contact for our organization.
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* A strong focus on delivering exceptional customer service through effective communication, problem-solving skills, and attention to detail is essential for this position.
* Proven experience in administrative roles within a Chartered Accounting or Wealth Management environment would be highly beneficial.
Key Responsibilities:
1. Develop and maintain positive relationships with clients through proactive communication and timely issue resolution.
2. Manage and prioritize multiple tasks, ensuring efficient completion of projects and meeting deadlines.
3. Collaborate with internal teams to provide seamless support and services to clients.
4. Ensure accurate and up-to-date records, maintaining confidentiality and adhering to data protection policies.
Required Skills & Qualifications:
* Demonstrated ability to manage time effectively, prioritizing tasks and achieving goals in a dynamic environment.
* Excellent communication, interpersonal, and problem-solving skills are necessary for success in this role.
* Financial Planning qualifications (or currently studying) would be advantageous but not mandatory.
Benefits:
As a valued member of our team, you will enjoy a comprehensive benefits package including opportunities for career growth, flexible work arrangements, and a collaborative work environment.
At our organization, we prioritize our employees' well-being, recognizing their contributions and providing ongoing support for their personal and professional development.
About Our Organization
Our company is a leading provider of business advisory, chartered accounting, and wealth management services. With a strong presence in Queensland, we pride ourselves on delivering high-quality solutions and fostering long-term relationships with our clients and partners.