ADMINISTRATION SUPPORT OFFICER

We are seeking an Administration Support Officer to join our dynamic Financial Planning team in a full-time capacity at our Biloela office.

Your responsibilities will include:

• Responding to client queries in a timely and professional manner.
• Implementation of advice in line with compliance requirements.
• Liaising with third parties, such as fund managers and Centrelink.
• Using your initiative to improve efficiencies in all areas of administration.
• Ongoing client management.

Your skills and attributes

We want to hear from people who have:

• 1 + years’ experience in an administrative role (ideally within the Financial Planning industry, but not essential as training will be provided)
• Knowledge regarding superannuation.
• Excellent attention to detail and initiative.
• Excellent communication and people skills.
• Have an ability to work within a well-defined compliance framework.
• Be willing to learn, keep up to date with industry changes and share knowledge.
• Client focused and enjoy working within a team environment.
• Prior experience working with XPlan (advantageous).

We see this role as a fantastic opportunity for the right applicant to grow their skill set and push their career forward.

Applications close - Monday, 17th March 2025.

Please apply in writing to:

Office Manager - Accounting & You
PO Box 403
Biloela QLD 4715
Ph: 07 4995 6366

Or email applications to [email protected]