Administration Support Officer: Financial Planning

Robertson Scannell is a leading Toowoomba based financial firm employing more than 50 staff.  Founded in 1978, we have an extensive history of collaboration with clients and a proven commitment to helping them build profitable businesses. 

At Robertson Scannell, we recognise that our people are the cornerstone of our success. As a team we strive to create a positive workplace culture, supported by an active social club, and value the people who work as part of our team. We are committed to the holistic success of our staff, focused on training and development, and provide a workplace environment that actively supports work-life balance, including RDOs and a 9 Day Fortnight. 

If you have positive energy, a motivated work ethic, and believe that achieving a great workplace culture requires an intentional effort, you'll be an excellent match for our team. 

We are seeking an Administration Support Officer to join our rapidly expanding and dynamic Financial Planning team in a full-time capacity. This newly created position will be an integral part of our leading team of support staff and financial advisers. 

Your responsibilities will include:

• Responding to client queries in a timely and professional manner.
• Implementation of advice in line with compliance requirements.
• Liaising with third parties, such as fund managers and Centrelink.
• Using your initiative to improve efficiencies in all areas of administration.
• Ongoing client management. 
   

We want to hear from people who have:

• Experienced (1 + years’) in an administrative role, preferably within the Financial Planning industry.
• Have a solid understanding of superannuation.
• Exceptional attention to detail and a proactive approach.
• Excellent communication and people skills.
• Proficient in working within a well-defined compliance framework.
• Open to learning, keeping up to date with industry changes and sharing knowledge.
• Client focused and enjoy working within a team environment.
• Experienced in working with XPlan (advantageous). 

We see this role as a fantastic opportunity for the right applicant to grow their skill set and advance in their Financial Planning career.

If this sounds like the perfect role for you, please apply via SEEK including a cover letter and your CV.