Receptionist/Administrator - Financial Planning
vor 5 Stunden
Are you our new Director of First impressions? We are a professional financial planning practice and are seeking a permanent full-time Administrator/Receptionist who has experience in customer service. This position plays a crucial role with our firm. Your mature approach to work and solid administrative skills will prove critical to your success in this position. The Firm RetireInvest Toowoomba prides itself on the provision of holistic financial advice that caters to a wide variety of clients. With a versatile, collaborative and hardworking team, we strive to maintain an innovative culture providing high quality customer service and continually help our clients reach their financial goals. Maintaining a healthy work life balance and providing staff with both a fulfilling career and an enjoyable work environment is paramount to our business, we aim to achieve this by providing flexible working arrangements where possible and regularly holding team events. Key Responsibilities include: Answering and directing incoming calls Greet and attend to the needs of our clients Paper and electronic file management and maintenance Organisation of client and staff functions Client marketing materials Diary Management Successful Applicants Must: Have excellent interpersonal and communication skills Demonstrated ability to easily acquire new skills Enjoy working as a valued member of a fast paced team Sound knowledge of Microsoft Word, Excel and Outlook Previous experience within the Financial Planning industry and knowledge of Xplan would be ideal however not essential Benefits and Perks Work in a team environment where ideas, knowledge and experience are shared Head office in Toowoomba is close to public transport, cafes and retail Free Parking Provided Salary package will be negotiated with the right candidate and will be dependent on the skills, experience and enthusiasm brought to the role This position is available for an immediate start for the right candidate. Ongoing training will be supported. If you are seeking a role that encourages personal and professional growth, challenges you and keeps you busy with a growing practice that focusses on the client relationship, then apply now. All applications should include a resume and cover letter. We thank you for your application. Please note only successful candidates will be contacted. #J-18808-Ljbffr
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Reception & Admin - Financial Planning (Flexible Hours)
vor 5 Stunden
Toowoomba Regional, Österreich seek.com.au VollzeitA professional financial planning practice in Toowoomba is seeking a permanent full-time Administrator/Receptionist. This role, referred to as Director of First Impressions, involves crucial responsibilities including managing incoming calls, client interactions, and file maintenance. The ideal candidate will possess excellent interpersonal skills, be a team...
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Contract Administrator
vor 1 Woche
Rockhampton Regional, Österreich Kondilis Lucas Financial Planning QLD VollzeitKondilis Lucas Financial Planning is a boutique financial advisory firm based in Rockhampton, dedicated to helping people across Australia build, protect, and enjoy their wealth. Our mission is to provide clear, practical and strategic advice in all areas of financial planning - from superannuation and insurance to retirement and investment strategies. About...
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Rockhampton Regional, Österreich Kondilis Lucas Financial Planning QLD VollzeitA boutique financial advisory firm in Rockhampton is looking for a motivated Contract Administrator to coordinate and maintain various contracts and compliance documentation. The ideal candidate should have at least 1 year of experience in contract administration, strong understanding of compliance procedures, and excellent communication skills. This role...
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Sunshine Coast Regional, Österreich Morgans Financial Limited VollzeitA prominent financial services firm is seeking a Receptionist for a 12-month maternity leave contract in Sunshine Coast. The ideal candidate will assist Financial Advisers, manage client services, and handle various administrative tasks. This role suits a Junior professional keen on starting a career in financial services with a focus on client satisfaction....
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Receptionist (12mth Maternity Leave Contract)
vor 2 Wochen
Sunshine Coast Regional, Österreich Morgans Financial VollzeitReceptionist (12mth Maternity Leave Contract) Morgans Financial – Alexandra Headland QLD An exciting opportunity has become available for a 12mth "Maternity Leave" position with our Sunshine Coast Branch. Morgans is one of the largest financial planning and stockbroking businesses in Queensland. Our branch office is located at Alexandra Headland on the...
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Receptionist (12mth Maternity Leave Contract)
vor 4 Wochen
Sunshine Coast Regional, Österreich Morgans Financial Limited VollzeitReceptionist (12mth Maternity Leave Contract) An exciting opportunity has become available for a 12‑month "Maternity Leave" position with our Sunshine Coast Branch. Morgans is one of the largest financial planning and stockbroking businesses in Queensland. Our branch office is located at Alexandra Headland on the Sunshine Coast. We are passionate about...
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Toowoomba Regional, Österreich Family First Estate Planning VollzeitEstate Planning Lawyer – Fully Remote | Autonomy + flexibility Are you an estate planning lawyer who wants autonomy, flexibility, and meaningful client work — without time billing or court appearances? We are a fully online, boutique estate planning firm with a small, close-knit team. We work with families across NSW, QLD and VIC and specialise...
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Medical Receptionist
vor 2 Wochen
Toowoomba Regional, Österreich South Coast Radiology VollzeitMedical Receptionist page is loaded## Medical Receptionistlocations: Toowoombatime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR **Be the First Smile Our Patients See!** **Permanent****Medical Receptionist** to join our supportive and high-performing team in Toowoomba. **About the Rol**e You'll be the face of our clinic - welcoming...
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Financial Services Admin Assistant
vor 2 Wochen
Sunshine Coast Regional, Österreich Morgans Financial VollzeitA leading financial services firm in Sunshine Coast is seeking a Receptionist for a 12-month Maternity Leave contract. The role involves providing exceptional client service, supporting Financial Advisers with administration tasks, and managing day-to-day office duties. Ideal candidates are self-motivated individuals with strong communication skills and a...
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Contract Administrator
vor 4 Stunden
Toowoomba Regional, Österreich Croft & Fisher Pty Ltd VollzeitCroft & Fisher is exclusively partnered with a well-established commercial builder to appoint a talented Contract Administrator for their Toowoomba team. This is a full-time, permanent opportunity with a company known for delivering quality projects and fostering a workplace where people genuinely enjoy coming to work. This role suits a CA who wants to be...
