**The Firm**
Established in 1992, FB Wealth Management is referral only financial planning firm based in Spring Hill. The ongoing nature of our client relationships builds trust, while our qualifications, regulation and experience ensure that this trust is well-placed. Our expertise combines technical excellence, independent research and integrity. Establishing trusted relationships with our clients is of paramount importance to us. FB Wealth Management has its own Australian Financial Services Licence and we pride ourselves on delivering unconflicted advice.
**The Role**
We are seeking a permanent part time Receptionist / Office Admininistrator with a unique combination of outstanding conversational skills and a strong desire to follow well defined processes and procedures to maintain robust client records.
Your purpose will be to enhance the client experience at FB Wealth, through the provision of cheerful, positive, personalised interactions with clients - on the telephone and at reception, as well as providing insurance support and administrative assistance to the Managing Director.
This is a permanent part time role, with flexible negotiable work hours. Specifically, your role will include but is not limited to:
- Microsoft Word and pdf document management including merging and stitching pdfs
- Record keeping - all client interactions
- Answering incoming calls, greeting clients at reception
- Setting up the boardroom for client meetings
- Processing and filing physical mail
- Calendar management
- Administrative assistance to the Insurance Adviser
- General housekeeping, kitchen tidying and dishes
**You**
You will be a warm, approachable person who is bubbly, positive and dependable. As an office all rounder with exceptional presentation and reception flair, you will instantly build rapport and trust with the team and with clients. With a confident approach you will also care about the detail, keep excellent records and follow processes and procedures with diligence and accuracy. You don't need to be an IT specialist, but you will need to be an expert in hunting down solutions and troubleshooting IT issues with confidence.
The essential competencies are:
- Exceptional relationship building skills
- Professional and friendly verbal and written communication aptitude
- Excellent commitment to record keeping
- A willingness to navigate new web based systems - we use Xplan, NetDocs, Last Pass and various finance platforms and portals
- Willingness to troubleshoot IT issues and liaise with our external IT contractors
- Great typing skills and confident use of the Microsoft Office 365 suite - Word, Excel, Outlook & PowerPoint
- Adobe pdf skills, specifically stitching documents would be a strong advantage however training can be provided
**The Opportunities**
As the go to person in our office reception area, you will be the centre of all the action. We are a relationships driven firm, so you will be encouraged to get to know FB Wealth Management clients, who come to us from all walks of life. Despite the seriousness of the work we do, we are a light hearted team with a great sense of humour and we all enjoy a good dose of office banter.
Our culture is relational and growth driven. We achieve great satisfaction in guiding our clients to build and protect wealth. You will be part of a positive work environment where clients feel comfort in knowing their interests are very well managed by our expert team. We foster clear, open communication. We provide the resources to support the operational and administrative excellence that we demand.
This is a permanent part time role with flexible start and finish times. We can negotiate work hours around family commitments. Our office is a few minutes' walk from bus and train stations or there is reasonably priced car park nearby.
If this sounds like something you would like to be part of, please submit your CV and a cover letter outlining your interest in this role to our recruitment management consultant, Susan Leon
We thank recruitment agencies for their interest however, FB Wealth Management and Susan Leon do not wish to be contacted regarding this campaign. All enquiries will be directed to Susan Leon.