Administrative Assistant
Profusion Planning
Posted 17 hours ago
Profusion Planning
Administration Assistant/Receptionist
Make a great first impression!
Become part of one of the fastest-growing industries—where career growth and enjoyment go hand in hand.
Profusion Planning is a boutique financial advice business that has experienced exceptional growth and continues to succeed. As part of the growth, we are looking for a remarkable person to join our team and become part of our business.
We pride ourselves on our client service and the excellent reputation we have built amongst our clients, business partners and industry peers. For the right person, this role can evolve into several other positions within the business.
What will be your key responsibilities?
Warmly greet and welcome visitors, clients and guests
Build long-term relationships with our clients
Handle all phone calls in a polite, professional manner, and direct them to appropriate team members if necessary
Manage the reception area, ensuring it is presentable
Handle incoming and outgoing mail
Assist with general office duties i.e. data entry, record-keeping and invoicing
Schedule and coordinate meetings with clients and the team
Manage daily office operation and supplies
Provide administrative support to Office Manager
Organise staff and client functions when requested
What are we looking for?
Excellent communication and interpersonal skills
Strong organisation and time-management abilities
Ability to work both collaboratively as a team and independently
Proficiency in Microsoft Office (Excel, Word, Outlook, etc.)
Ability to multitask and prioritise tasks efficiently
Maintain a professional and friendly demeanour
Experience as a receptionist or administrator preferably in a similar position
Understanding of Client Relationship Managment systems/databases
General understanding of the financial advice profession preferred but not essential
What should you do now?
If this sounds like a role for you then please apply now by emailing your resume and a brief cover letter to [email protected] and we will get back to you.
About Profusion Planning
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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