AddressThe Business: Journey Financial Group (www.journeyfinancial.com.au)
Journey Financial Group is an established Financial Planning practice in Townsville.
We currently have an exciting opportunity to join our team! This position is based in our office in Kirwan - Townsville.
We are seeking an experienced Administration Assistant / Client Service Officer. You will be a bright, bubbly, reliable and above all, friendly individual, eager to learn and be part of a team environment.
The position is full-time however we would consider part-time for the right person. The successful applicant must have excellent communication skills with an intermediate / advanced understanding of Microsoft Office. This position suits a person who has a ‘can do’ attitude with a willingness to learn.
There is opportunity for growth within this firm as well as personal career development.
The key responsibilities of the role will include:
- Processing and implementing client business
- Diary management
- Liaising with clients / product providers
- Providing support to the Financial Advice Team
To be successful you must demonstrate:
- Administration experience and/or employment within the Financial Planning industry is desirable and a significant advantage
- Experience with Worksorted / XPlan desirable
- Ability to work under pressure with tight deadlines
- Able to work as part of a team, as well as independently
- Competent PC skills
Remuneration will be based on your experience level.
If this sounds like you, we’d love to hear from you! Please submit your Resume and Cover Letter via Seek or by email: *******@journeyfinancial.com.au.
