Administration Support

Total Advice Partners is a Financial Services company based in Redcliffe.  We pride ourselves on the quality of our advice along with our exceptional service and ethical standards. Our business has been servicing Redcliffe, Brisbane and the Sunshine Coast in the areas of investment, superannuation and insurance for over 30 years.

The Role

We are seeking an experienced administration professional to assist with the growing workload. The role is an administration and customer service role primarily focused on the implementation of financial advice.  This includes the processing of superannuation and insurance applications along with other general administration tasks (which will include client interaction).  Duties are as follows

• Advice implementation including insurance and superannuation applications
• Processing of fee disclosures
• Assist with other general administration duties
• Client contact, filing, postage
• Provide an exceptional customer service experience for the clients of our firm
• General administration functions

The workload and task monitoring within this position is substantial and only administration professionals with the ability to manage a large number of time crucial tasks on a daily basis should apply.

The Right Applicant

We are seeking an energetic and experienced administration and customer service team member.  The right applicant for the position must display confidence and a level of knowledge, experience and maturity suitable for a professional environment.  All applicants should have the following personal attributes

• Exceptional presentation, communication and interpersonal skills
• Strong organisational and time management skills
• Initiative and problem solving skills
• An eye for detail
• Enjoy being appreciated as a vital member of a team

Experience with the standard software packages (Microsoft Office etc) are essential.  Additional knowledge of xplan would be advantageous, but not essential.

Remuneration

Remuneration is above award and will be based on the experience of the successful applicant.