Administrative Professional
We are a Toowoomba based financial services provider offering high quality strategic planning advice to our clients across Australia. Our dedicated team strives to deliver exceptional service and support, fostering a collaborative environment where colleagues thrive.
Key Qualifications & Skills
* Attention to detail and ability to follow established processes
* Proven experience in client-facing roles with a commitment to outstanding customer service delivery
* Excellent written and oral communication skills, along with strong numerical abilities, enabling confident interactions with clients and stakeholders
* Ability to multitask in fast-paced environments while maintaining a calm and composed demeanor
* Familiarity with office procedures and proficiency in Microsoft Office
* Keen to collaborate as part of a supportive team, promoting open communication and addressing challenges effectively
* Capacity to think critically, seek guidance when necessary, and uphold high standards of compliance
* A self-motivated individual capable of working independently and prioritizing tasks efficiently
* Previous experience in a financial planning practice would be highly valued (familiarity with XPLAN software)
Key Responsibilities & Tasks
* Client record management and maintenance
* Support for the Financial Adviser through liaison with clients and product providers
* Diary organization and coordination for the Financial Adviser
* Handling correspondence and implementing workflow processes
* Taking ownership of assigned responsibilities on behalf of the Principal Adviser
* We strive to create a positive working environment where colleagues enjoy their role and support each other's success
* Ongoing opportunities for professional growth, training, and development are available
* We celebrate our team members' special days by offering paid leave for birthdays
* This is a full-time position, and a salary commensurate with experience and enthusiasm will be offered to the successful candidate
Additional Information
To expedite the review process, please provide any additional relevant details that prompted you to report this job posting as fraudulent, misleading, discriminatory, or having a salary below minimum wage.