Are you a people person looking for part-time 'School Hours' and with an eye for detail?Have you always wanted to work with a close-knit professional team in small businesses that care about their clients and working environment?Do you have experience in administration within the past 4 to 5 years and want a change from your current job?If the answer is yes, you could be our new team member!We are looking for a dynamic front of house team member to take control of reception and provide administration support to our team. Ideally, this position will be part time, looking for 3 or 4 day working week, with flexibility on times to suit your lifestyle or other commitments.Duties and ResponsibilitiesManagement of incoming and outgoing telephone calls, correspondence, faxes, and emails.Schedule appointments and manage financial planners' diaries.Maintain client files - ensuring that all relevant and required information is on file and files are used in order to prepare client appointments.Follow up outstanding forms & applications for clients and assist other staff as required.Senior administration/compliance 'may' be incorporated into the role depending on experience.Maintain office supplies, stationery, stamps, etc. for the business.Appointment preparation - ensure that client documentation has been organised as per standard process in addition to any other financial planner instruction as well as managing and maintaining the client meeting room.Greet clients (visitors in general) in a friendly manner.Assisting Financial Planners with daily duties.Completing admin tasks for clients as required.Updating clients' information on CRM programs.Providing technical support to clients.Maintain overall office presentation.Other admin/receptionist duties as required.Benefits and PerksYour birthday as special leave to have the day off.Christmas/New Year two-week break every year.Well located on city fringe, minutes from the CBD.Committed and friendly team.Personal Attributes, Education and ExperienceGood telephone manners.High attention to detail.Ability to manage and prioritise multiple tasks simultaneously, as well as strong time management skills.A high level of self-motivation, enthusiasm, and organisational skills.Intermediate proficiency in Excel, Word, and Outlook imperative, and any other financial planning software would be considered desirable.At least 2 years continuous experience in a financial planning practice similar receptionist role.The ability to join in and add to the positive culture of our practice.
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