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Overview
Customer Service & Administration Assistant
Full-Time | Immediate Start | Mackay-based Professional Financial Planning Firm
A well-established, skilled financial planning business is seeking a motivated and detail-oriented Customer Service & Administration Assistant to join our team. This is a fantastic opportunity to build your career within the financial services industry, with full training and ongoing support provided.
About the Role
You will be responsible for providing high-quality administrative and customer service support to the Director and senior support staff. This position offers variety and responsibility, with opportunities to expand your skills and grow within the business.
Key Responsibilities
- Preparing client reports (training provided)
- Liaising with clients and assisting with enquiries
- Liaising with industry providers and institutions
- Implementing and processing paperwork (training provided)
- Completing and lodging various industry forms
- Maintaining and updating client databases (training provided)
- Providing administrative support including data entry, filing, mail and reporting tasks
- Reception and client service support, including phone and front-desk duties as required
About You
We are looking for someone with a positive, professional, and proactive approach who thrives in a supportive team environment.
Essential skills and attributes:
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
- High attention to detail and accuracy
- Strong initiative and ability to work independently
- Excellent phone manner and customer service skills
- Professional presentation
- Ability to manage deadlines and prioritise tasks
- Strong written and verbal communication skills
- A friendly and team-focused attitude
Previous administration experience is not essential but would be highly regarded.
Ongoing training and support
Career development opportunities within financial services
Work as part of a supportive and professional team
Application questions
- Which of the following statements best describes your right to work in Australia?
- How many years' experience do you have as a Customer Service and Administration Officer?
- Do you have customer service experience?
- Do you have experience in administration?
- Do you have data entry experience?
- Which of the following Microsoft Office products are you experienced with?
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