Company

Lambourne PartnersSee more

addressAddressHamilton, NSW
type Form of workFull time, Traineeship
CategoryAdministrative

Job description

Administration - Reception Traineeship

We are thrilled to introduce Lambourne Partners, a well-established full-service accounting, wealth management, finance, and advisory firm located in the heart of Hamilton. With almost 40 years of experience and a dedicated team of 55 professionals, Lambourne Partners is committed to providing personalised financial solutions for businesses and business owners.

Our team takes pride in offering a tailored approach to guide our clients toward their wealth goals, fostering an environment that values freedom, finances, and individual priorities. At Lambourne Partners, we live by our core values:

  • Progressive: If there's a better way, let's find it.
  • Approachable: Friendliness matters.
  • Care: Our clients, our people, and our community.
  • Excellence: Good enough isn't good enough.
  • Integrity: Integrity comes first, always.
  • Team: Together we go further.

If these resonate with you and you thrive in a collaborative team environment, we invite you to consider an exciting opportunity with us.

The Opportunity:

We are expanding and currently seeking a full-time, organised, and customer service-oriented individual to join our Wealth Management team. In this role, you will play a crucial part in providing exceptional service, assisting clients, and supporting the Wealth team. To further enhance your skills, we offer support for undertaking a Certificate III in Business Administration.

Key Responsibilities:

  • Answering incoming phone calls
  • Welcoming clients at reception
  • Data entry
  • Scanning and E-Filing
  • Managing ingoing and outgoing mail
  • Assisting with client appointments
  • General administration tasks

About You:

We are looking for a motivated team player with excellent communication skills, strong organisational and time management abilities, and some experience with Microsoft Office products. If you have a passion for customer service, enjoy working in a team, and meet the essential criteria listed below, we encourage you to apply.

Essential Criteria:

  • Current NSW driver’s licence
  • Completed Year 12 schooling
  • Knowledge of Microsoft Office programs

Benefits:

  • Flexible work arrangements (after 12-month traineeship) 
  • Annual community service day
  • Relevant training for your role and support for Certificate III in Business Administration
  • Supportive and inclusive team environment

If you believe you possess the qualities we are looking for, please send your resume and a cover letter addressing the essential criteria via Seek.

For any inquiries, feel free to contact Maureen Jack at 49696600 or email ****@lambourne.com.au

We look forward to welcoming a dynamic individual to our team who shares our commitment to excellence and client satisfaction.
 

Refer code: 1789476. Lambourne Partners - The previous day - 2024-03-18 00:41

Lambourne Partners

Hamilton, NSW
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