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Administration officer

Gold Coast
Insight Financial Advisers
Administration Employee
Posted: 14 March
Offer description

Insight Financial Advisers is seeking a dynamic and customer-focused Administration Officer to join our supportive and professional team on a part-time basis in our beautiful office setting overlooking Lake Orr, Varsity Lakes.

We are offering:

* Up to $32 per hour, based on experience

* Part-time hours of 10:00am – 2:30pm daily (40 hours per fortnight)

* Annual performance bonus

* Flexible working arrangements

Duties & responsibilities:

* Welcoming and greeting clients upon arrival to the office

* Receiving and directing incoming phone calls

* Coordinating and managing client appointments

* Data entry, filing, archiving, photocopying and binding

* Completing reports and specific functions to support client relationships

* Providing general administrative support across the team

Experience & attributes:

* Exceptional customer service skills with the ability to build strong client rapport

* Professional presentation and manner

* Excellent verbal and written communication skills

* Proficiency in Microsoft Office suite

* Prior experience with Xplan is desirable but non-essential

* Keen attention to detail

* Self-motivated with the initiative to see tasks through to completion

* Positive, friendly, and eager to learn

About us:

Insight Financial Advisers is a well-established financial services practice with over 40 years of presence on the Gold Coast. Licensed through Oreana Financial Services, we pride ourselves on delivering personalised, holistic advice that partners with our clients through every stage of their lives. Our team is small but vibrant, and every member is genuinely valued for the contribution they make.

Think you're a great fit? Click Apply and send us your resume along with a cover letter telling us why you'd be the perfect addition to our team. We look forward to hearing from you!

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