About us
Forty Fifty is a locally owned and operated financial planning business. We work with great clients locally, around Tasmania and interstate to help them achieve their financial goals. Forty Fifty is committed to delivering excellent strategic and investment advice and outstanding client service.
Qualifications & experience
- Previous experience in a reception or administrative role, preferably in a financial or professional services environment
- Excellent communication and interpersonal skills
- Strong organizational and multitasking abilities
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Ability to work independently and as part of a team
- High level of attention to detail and accuracy
- Professional appearance and demeanor
Tasks & responsibilities
- Greet and welcome clients and visitors in a professional and friendly manner
- Answer and direct incoming phone calls promptly and efficiently
- Manage and maintain the office appointment calendar
- Handle incoming and outgoing mail and deliveries
- Assist with client inquiries and provide general information about our services
- Maintain a tidy and organized reception area
- Perform general administrative tasks such as data entry, filing, and document management
- Assist financial advisers with preparing and organizing client documentation
- Coordinate office supplies and equipment maintenance
Benefits
- Competitive salary and benefits package
- Opportunities for professional development and growth
- Friendly and supportive work environment
- Central location in Launceston