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SalaryAbout Us: We guide our clients through a professional and educational process, ensuring they understand what it takes to reach their retirement goals. We are committed to creating a work environment that values work-life balance and prioritises both our team members and clients.
The Role: We are pleased to offer the position of Customer Service Officer / Administrative Specialist, where you will play a vital role in our team, working alongside experienced Advisers, Paraplanners, and a team of Administrators. In this position, you will receive training in administration, allowing you to seamlessly integrate into our team and assume various responsibilities.
Responsibilities: As an Customer Service Officer / Administrative Specialist, you will:
- Support the Adviser team with day-to-day administrative tasks.
- Speaking to our clients on a daily basis and booking client appointments.
- Demonstrate enthusiasm, organisational skills, and versatility in administrative functions.
- Collaborate with a dynamic and forward-thinking team.
- Exhibit excellent computer proficiency.
- Prioritise customer satisfaction.
- Embrace flexibility and innovation.
- Experience in the finance/superannuation industry is preferred.
- Work efficiently in a fast-paced environment with meticulous attention to detail.
About You: The ideal candidate will possess the following qualities:
- RG146 would be preferred
- Typing speed of 40 min WPM is a must
- Highly organised and detail-oriented with strong management skills.
- Self-motivated with a keen eye for detail, the ability to manage workflows, and work independently.
- Exceptional written and verbal communication skills.
- Experience using Financial Planning Software is highly desirable.
- A team player who thrives in a collaborative environment.
What We Offer: We provide our employees with:
- A well-established Financial Services Company.
- A positive, friendly, and supportive workplace culture with continuous training opportunities.
- An excellent location in Robina, Gold Coast.
- An open-door policy that values your perspective and ideas.
- Competitive remuneration tailored to your experience.
Application Process: To apply, please submit your updated resume along with a brief cover letter outlining your qualifications and why you're a great fit for this role.
