About Us

Hastings Financial is a boutique Financial Planning business located in East Brisbane. We have been operating for over 30 years and pride ourselves on providing a high standard of customer service to our clients.

The Role

As a key member of our team, you will provide essential support to both our team and clients. Your responsibilities will include:

Managing client correspondence including emails and phone inquiries

Greeting clients and tea and coffee making

Preparation of client review paperwork

Maintain and update client records in our CRM system

Assist in scheduling client appointments

Managing client tasks such as withdrawals, switches, change of address and changes to insurance cover

Administration support and general office duties

About you

The ideal candidate will be able to demonstrate the following skills:

Previous administrative experience is essential

Experience as a CSO is desirable

Intermediate Level experience with Microsoft Office (Word, Excel, Outlook)

Excellent organisational, communication and interpersonal skills

Positive, outgoing personality

Demonstrated ability to work autonomously and within a team

Why Join Us?

Supportive team environment with ongoing training

Street parking available for easy transport to the office

Many local coffee shops, cafes, and an IGA within walking distance

Salary negotiable based on experience

Role is available for an immediate start or can delay commencement for the right candidate

If you would like to be considered for this role, please forward your application and a cover letter to our Practice Manager, Zoe Mallon.