Receptionist / Administration Assistant

Our Geraldton team is looking for a high performing Administration Assistant / Receptionist who has an interest in Financial Advice and prides themselves on exceptional client service.

What is in it for you?

• Strong focus on fostering a positive culture
• Annual conference where we focus on development, building a positive culture, & rewarding our team
• Continuing Professional Development

The Position of Administration Assistant / Receptionist has the following core duties: 

• Be the first point of contact for MiQ Private Wealth Geraldton - greet and welcome clients and suppliers in a professional and friendly manner.
• Answer and direct incoming phone calls to the appropriate person or department.
• Ensure a clean and organized work place.
• Provide general administrative support to various departments as needed.
• Build long-lasting positive working relationships with clients and colleagues. 
• Accurately type, edit, and format letters, file notes, reports, presentations, and other required documentation.
• Handle and distribute incoming and outgoing mail and packages.
• Address inquiries and provide information to clients, customers, or visitors.
• Ensure a high level of customer service and satisfaction.
• Monitor and replenish office supplies as needed.
• Book and confirm Adviser/s appointments and invitations with clients.
• Maintain strict confidentiality regarding sensitive information.

Your experience: 

• Microsoft Office
• Administration experience
• Customer/client service
• XPlan is desirable (not essential)
• Positive helpful can-do attitude

Why MiQ?

MiQ Private Wealth is a team of more than 60 highly experienced Advisers, Finance Specialists, Lending Specialists and Support team members across Australia who are dedicated to providing the most appropriate financial advice and delivering outstanding client service. 

Our Values underpin everything we do - we are Sustainable, Progressive, Accountable, Collaborative, and Genuine.  

If you are looking forward to your next challenge, are authentic in your approach, & are client focused with a positive attitude, we would love to hear from you.

To apply for this outstanding opportunity, please use the Seek application process to submit your CV and Cover Letter. 

Sorry, no Agency applications please.