• Excellent salary package on offer
  • Career development opportunities
  • Friendly culture
  • Ongoing training and support

About the Employer
Our client specialises in providing excellence to its clients within the Financial Services sector. They have been in the business for over 30 years and stay focused on their client’s needs. Be part of a business who thrive in continuously achieving their goals and vision.
About the Role:
The successful Receptionist / Admin Assistant will have strong communication skills and experience working as an office all rounder. You will have the ability to prioritise your workload, be a problem solver and must love working within a dynamic team environment.

  • Be part of a team that is passionate about the Financial Services Business
  • Ongoing training and support
  • Opportunity to take full ownership and responsibility for all areas of your role

Primary Duties:

  • Prepare and process applications and forms
  • Attend to answering incoming phone calls, client queries
  • Attend to all incoming and outgoing mail and correspondence
  • Co-ordinate meetings and appointments for advisers
  • Update/maintain client databases

Secondary duties:

  • Photocopying, faxing, filing, printing, binding, archiving when required
  • Prepare/arrange refreshments for meetings/appointments and do dishes on a daily basis
  • General office duties & maintenance
  • Spot cleaning where necessary (vacuuming, wiping)
  • Stationery management

Skills and Experience:

  • Previous admin / client services experience
  • Financial Planning experience (2 years)
  • Strong communication and interpersonal skills
  • Ability to prioritise workload
  • Experience working with a CRM
  • Must be able to work within a fast-paced environment
  • Australian Citizen or PR
  • Police check clearance required

Please forward your cover letter and resume in WORD format.
Please note only candidates that meet our client’s selection criteria will be contacted.