Reception / Administration Support
au/job/41325057?typestandardsearchRequestTokenc3abbf4d-b18f-4663-a984-8bc703f3df42}} To apply for this role you must have very recent financial planning / financial services experience. We have been operating a boutique financial planning business for over 15 years in the Gold Coast region. To facilitate business growth we are seeking a self-motivated individual on a full time basis.
As the first point of client contact you will be the voice and face of the office. The position is located in Robina and will suit an individual looking to continue their career in a financial services business where attention to detail and client focus is paramount. As a receptionist and administration officer your responsibilities will include: General administrative functions i.
e. data entry Manage office diaries & tasks Client meeting document preparation Office presentation Liaise with clients, service providers and other staff members The ideal candidate will have: Completion of or study towards DFP (not essential). Experience in the use of financial planning software.
Eg (Xplan, Coin). High level of experience and knowledge in the use of Microsoft Office, particularly Word, Excel and Outlook. Excellent communication both written and verbal.
Highly organized with strong administration and delegation skills. The application form will include these questions: Which of the following Microsoft Office products are you experienced with? Do you have experience in an administration role?.