About Us

We are a financial planning firm based in Toowoomba that specialises in providing holistic financial planning advice to individuals, families and business owners. We develop and provide highly personalised financial advice strategies and solutions that fully capture the clients current and future financial circumstances.

The Role

We have an exciting opportunity to join our team as an Administration Assistant. This role is essential to our commitment to providing quality and compliant advice outcomes to our client base. This role will see you:

Provide support to the Financial Advisors

File Preparation for meetings.

Liaison with clients via telephone and email

Liaison with superannuation, investment & life insurance providers

Database Management

Filing

Lodgement and tracking of business

Generating reports etc for ongoing client reviews

Skills Required:

Excellent organisational, communication and interpersonal skills.

High level of attention to detail

Experience with Microsoft Office (Word, Excel, Outlook)

A willingness to learn and grow

Working Within our Team:

We have a friendly work environment

Part time hours can be flexible to fit study schedule.

Onsite Training will be provided

How to apply

If you are interested in this role and would like to join our team, please submit your resume and cover letter by clicking ‘Apply’ for this job.