About the Role
We are a boutique financial planning firm, who is growing and seeking a Receptionist/Client Services Officer to join our team for immediate start and help us look after our lovely clients
In this role, you will:
* Perform reception duties, including greeting clients and answering incoming calls
* Book client meetings and diary management
* Assist with the preparation of documents for client meetings
* Liaise with third parties, including assisting with product research
* Data entry, including setting up and maintaining client records
* Process and submit documents after client meetings
* Provide general administration support to the team
This role would suit someone who enjoys working in a fast-paced environment and has:
* Strong client service focus and friendly demeanour
* Positive attitude
* Excellent organisational skills
* An ability to work independently as well as within a team
This will be a part-time position estimated at 15-30 hours per week with potential to increase hours for the right person. The days and hours are flexible, however we are looking for someone to start a little later in the day and finish at 5pm each day (eg. 10-5pm with a one hour lunch each day or similar hours). We are looking for someone to start immediately to fill out our team and provide excellent service to our clients.
Salary is competitive, commensurate with your skills and experience.
Experience in the industry is not required, but previous administration or reception experience is highly advantageous and preferred.
The role has the potential to grow into full time work and career progression into the financial planning or administrative careers. We value our staff and want them to progress and succeed in life.
About Us
JEM Wealth is a boutique financial advice and wealth management provider with offices in Brisbane and Toowoomba and has provided trusted advice to a diverse client base since 2014. We genuinely care about our clients and aim enrich their lives through better financial decisions.
We strive to build trusted, long-lasting relationships with our clients (and our team) and provide support through the ups and downs of life's journey.
We are a friendly close-knit team with a supportive and collaborative culture. We care for our team, like we care for our clients and strongly believe work is to be enjoyed. Our team benefit from:
* Healthy work/life balance
* Great team members
* Flexible working hours
* Bonus leave over Christmas and on your birthday
* Ongoing training and career development opportunities
Apply for the opportunity to become a valued part of our team and help us make a meaningful difference in our client's lives.