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Support a dynamic financial planning team in a professional and client-focused environment.
* Part-Time Role
* Professional Services Organisation
About Our Company
RetireInvest Wide Bay are a highly reputable Financial Planning Firm located in regional Queensland, renowned for our exceptional service. We specialise in providing comprehensive financial advice to pre-retirees and retirees, living in the Wide Bay region and wider areas.
Our focus is on delivering quality strategic advice to our clients, ensuring their needs and goals are met through our holistic approach to financial solutions.
Our advice process is designed to align with our client’s best interests, providing proactive and robust ongoing service. We have a highly streamlined back-office process that comprises of a team of dedicated specialists, including administration support, client service officers, adviser support, compliance and an external paraplanning service.
With a commitment to quality service and a personal touch, RI Wide Bay is a great organisation to grow your career!
About the Role
We are seeking a highly organised and detail-oriented Administration Assistant to support our financial planning and administration teams. This part-time role plays a key part in delivering outstanding client service by ensuring smooth administrative processes and assisting the team in providing accurate and timely advice.
Working closely with the Client Services Officer (CSO), you will be responsible for supporting client documentation, assisting with compliance requirements, and ensuring seamless day-to-day operations through strong administration support.
Key Responsibilities
* Provide administrative support to the financial planning team
* Assist with compliance management and client records maintenance
* Liaise with clients to facilitate the implementation of financial advice
* Prepare and process financial planning documentation, including risk quotes and product applications
* Maintain accurate client records using Xplan
* Provide general administrative support, including reception backup and office coordination tasks as required
About You
This role is ideal for an individual with strong attention to detail, excellent organisational skills, and a client-focused approach. To be successful you will have:
* Experience in a professional services environment, ideally in financial planning or administration
* Proficiency in Microsoft Office Suite
* Strong communication and interpersonal skills
* High level of accuracy and attention to detail
* Ability to manage multiple tasks and prioritise effectively
* A proactive and adaptable approach to work
* Ability to work independently and collaboratively within a team
* A willingness to adhere to our culture and values
* Consent to a Police check if required
What We Offer
* A professional and supportive work environment
* Exposure to the financial planning industry with hands-on experience
* Opportunities for ongoing training and career development
* A role that offers variety in a reputable organisation
How to Apply
If you are looking for a rewarding part-time role within a professional financial services team, we would love to hear from you. Submit your resume and a cover letter outlining your suitability for the position.
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