Are you a self-starter with a knack for multitasking and with a good sense of humour? Work for a small but growing family-owned financial planning business located in fantastic city offices.

This is a varied role liaising with clients and stakeholders. We are looking for some that is detail orientated, strong customer service skills and has strong time management skills.

What You'll Be Doing:

• Monitor and respond to emails and phone calls
• Assisting planners with setting up new client files
• Manage insurance applications and associated administration
• Handle sensitive and confidential information with professionalism and discretion
• Prepare and edit correspondence, prepare essential documents for meetings
• Liaise with various parties such as fund managers and accountants to gather client information
• Welcome clients – telephone and in person
• Scheduling and confirming appointments for staff
• Tackling any other tasks that come your way.

What We're Looking For:

• Proven customer service skills and a client-first mindset
• Clear, confident communication—written and verbal
• Ability to juggle tasks while staying calm under pressure
• Self-motivation and initiative, with a collaborative spirit
• Prior experience in admin or customer service (bonus if it’s in insurance or financial services)
• Strong computer literacy
• A positive, professional attitude and a great team player

On Offer:

• Excellent training and ongoing support to help you thrive
• $73K - $75K plus Super
• A welcoming team culture in brand-new city offices
• Free coffee and a role that’s varied and engaging

If you’re ready to bring your precision and personality to a team that values both, we’d love to hear from you.
Apply NOW or reach out to Vanessa at [email protected] for more info.