About the company:

Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Townsville team.

This is the perfect opportunity for someone with strong administration/client services experience who is looking to join a fast paced and growing business.

Benefits:

• Fun, social team culture
• Comprehensive onboarding and training provided
• Half day every Friday - get an early start on your weekend!
• Future career progression on offer

Tasks and Responsibilities:

• Client services role supporting financial advisers across holistic advice
• Handling inbound enquiries from clients - answering phones and monitoring email inboxes
• Xplan database management - setting up new clients, updating client details, filing and documenting
• General office admin - printing, scanning, greeting clients
• Printing/preparing client meeting packs
• Liaising with offshore admin team

About you:

• Strong administration/client services experience within a professional services environment (financial services experience will be favourable)
• Excellent communication skills both written and verbal
• Able to prioritise tasks and work in a fast-paced environment
• Strong attention to detail
• Interested in pursuing a career in the financial planning industry

Salary is flexible depending on experience, circa $60,000 - $65,000 + Super.

How to apply:

If you're interested please send your CV to Ben Sultmann at [email protected]

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs