AddressAbout Us: We believe in making a difference by guiding our clients through a journey towards their retirement dreams. Our mission is to educate and empower them, ensuring they have a clear path to their goals. We’re equally committed to fostering a work environment that values work-life balance, prioritising both our team members and clients. We care deeply about what we do and the people we serve.
Why We Need You: We are on the lookout for a passionate Administrative Specialist / Customer Service Officer who truly cares about making a positive impact. If you’re driven by the desire to help clients succeed and want to work in a supportive, collaborative environment, you might be the perfect fit for our team.
The Role: As a Customer Service Officer / Administrative Specialist, you will:
- Be the friendly and reassuring voice for our clients, managing daily communications and booking appointments.
- Provide essential support to our Adviser team, ensuring smooth and efficient operations.
- Bring enthusiasm, strong organisational skills, and versatility to your role.
- Collaborate with a dynamic, forward-thinking team that values your contributions.
- Excel in computer proficiency and prioritize customer satisfaction.
- Embrace flexibility, innovation, and thrive in a fast-paced environment.
About You: You’re not just looking for a job; you’re looking to make a difference. The ideal candidate will have:
- Preferred RG146 qualification.
- A minimum typing speed of 40 WPM.
- Exceptional organisational and detail-oriented skills.
- The ability to manage workflows independently and effectively.
- Excellent written and verbal communication skills.
- Experience with Financial Planning Software (highly desirable).
- A collaborative spirit that thrives in team environments.
What We Offer: We believe in investing in our people with:
- A well-established Financial Services Company reputation.
- A positive, friendly, and supportive workplace culture.
- Continuous training and growth opportunities.
- An excellent location in Robina, Gold Coast.
- An open-door policy that values your perspective and ideas.
- Competitive remuneration that reflects your experience.
Join Us: If you are driven by a passion for client success and want to be part of a team that values your contributions, we invite you to apply. Submit your updated resume and a cover letter highlighting your qualifications and why you’re the perfect fit for this role.
Be the difference. Apply now and help guide our clients to their retirement dreams.
