About the Role

We are a boutique financial planning firm, we are growing and seeking a Receptionist/Client Services Officer to join our team for an 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

We are looking for someone to start immediately to fill out our team in our Greenslopes office 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 for career progression into the financial planning or administrative careers. We value our staff and want them to progress and succeed in life. The role is available because our current Client Services Officer has quickly progressed into further roles within our business.

About Us

JEM Wealth is a boutique financial advice and wealth management provider with offices in Brisbane, Sydney and Toowoomba. JEM 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

We look forward to your application and the opportunity to become a valued part of our team and help us make a meaningful difference in our client’s lives.