The Role
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:
* General reception duties
* 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
* Social media activity
* 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.