Parker Financial is a dynamic and innovative boutique financial planning business and we are looking for a dedicated and motivated person to join our team!

On offer is:

a fast-paced position with Canberra’s largest privately owned advisory firm;

the support of a fully qualified team of client service professionals;

the opportunity to liaise with clients, and add value to our client relationships;

positive and supportive work culture; and

state-of-the-art working environment in the heart of Canberra City.

You will be the face of the company greeting clients on the phone, and in-person providing administrative support to our busy office with duties including (but not limited to):

perform the “meet and greet” for clients when they arrive at our office

front office management including booking appointments, dealing with incoming phone calls and attending to clients

provide a broad range of administrative and clerical support to the team;

liaising with third parties

data entry and maintenance of accurate client information

effectively communicate between clients and business staff

organising the daily mail, incoming and outgoing

management of office supplies, kitchen and staff amenities;

coordinating staff and client functions; and

handling miscellaneous requests from advisers and requests for assistance from other staff with good grace and humour!

The applicant we are seeking would possess the following:

strong work ethic

high attention to detail – you are naturally highly organised and take great pride in delivering quality work

You enjoy being part of a team

excellent communication skills, both written and verbal

a friendly and professional demeanour

Microsoft Office Applications knowledge

ability to write clearly and concisely using good grammar and punctuation

effective time management: prioritising, delegating, problem-solving, scheduling

handle confidential information with discretion

We are a growing business and are leaning into the future of financial advice and building for the future. We are willing to invest in our staff with full on-the-job training, mentoring and pathways for further development.

You will be rewarded with:

a progressive approach to work-life balance

learning and development opportunities

quarterly check-ins with our HR Manager; to discuss your career goals

a newly renovated office in Canberra City with a variety of parking and public transport options

other perks of the job include an active social club, regular team morning teas, lunches and team-building days

a warm, inclusive, and collaborative working environment.

finish at 4.00pm on a Friday