Your new company

Our client is a well-established financial advisory firm, specialising in retirement and aged care planning. With a reputation for providing expert guidance and personalised solutions, they are committed to supporting their clients in securing their financial future. Located in Toowong, this professional yet welcoming firm offers a collaborative environment where integrity and client service are at the heart of their operations.

Your new role

This is a fantastic opportunity for a proactive and organised individual to join a trusted financial advisory firm in an Administration role. Whether you are seeking a temp-to-perm pathway or a direct permanent position, our client offers flexibility to suit your career needs. This full-time, in-office role includes an early 2:30 PM finish on Fridays and an ASAP start.

Key duties will include:

• Providing administrative support to financial advisers
• Handling appointment scheduling and document preparation
• Assisting with correspondence and client records
• Ensuring smooth day-to-day office operations

What you'll need to succeed

To excel in this role, you will need:

• Previous experience in an administrative role
• Strong organisational and multitasking skills
• Excellent communication and interpersonal abilities
• Proficiency in office systems and financial planning software (preferred)
• A proactive and client-focused approach

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your resume. The managing consultant is Zara Day.