This leading Financial Advice firm has over 30 years dedicated to helping clients make the right financial decisions, both now and in the future. They have offices Albury, Melbourne and Tasmania and are looking for a dynamic Reception Administrator to join the team in Wheelers Hill on a permanent Part Time basis.
Best suited to someone with a can-do attitude, a high level of attention to detail and an ability to work independently whilst supporting the broader business. It is essential that communication and interpersonal skills are you biggest strength.
Key responsibilities for this position include:
- Greeting clients and being first point of contact for client enquiries
- Building a strong trusted relationship with clients
- Supporting the team workflow for Advisers and support staff
- Responding to client’s enquiries within agreed timeframes
To be considered for this position you must have:
- Experience within a similar role, ideally in the financial or other professional services industry
- Excellent communications skills
- Ability to work as part of a team and to maintain a high level of efficiency in a busy and demanding environment
- Ability to manage and prioritise multiple tasks
- Proficiency in Word, Excel, and Outlook
- Embrace client servicing both in person and over the phone
- Willingness to learn, support and commit to the values of the Business
The hours are flexible, if you would like to start after school drop off, there is a lot of flexibility. However, you must be available to work 5 days a week (with most Friday's being WFH).
This company understands the need for a work/ life balance and that flexibility works both ways. This role could be your first step into Financial Planning, the opportunity for career development and progression is available for the right candidate; or it could be your next step as a brilliant Reception Administrator!
If you have any questions, please contact:
Liz Ristow - *******@fsrecruit.com.au