Add expected salary to your profile for insightsRegional Financial Planning is an innovative life insurance business with offices located throughout Queensland. For many years, Regional has provided its clients with high-quality life insurance planning services, supplying solutions tailored to meet our clients’ diversified requirements.We have a friendly and collaborative team of people. We are motivated, professional, and enthusiastic about what we do, and are seeking like-minded people to join our business. Our working environment boasts an enthusiastic team who are empowered to achieve their best.Competitive salary $$Full-time or part-time availableSocial events as a teamRegional Financial Planning is seeking a proactive Client Services Administrator (entry level) to take on this rewarding opportunity in our Rockhampton office.This position is available on a full-time or part-time basis and requires consistent weekly hours.About the RoleThe primary objective for the position is to provide professional, efficient, and effective administrative support and initial client liaison.The role involves but is not limited to:Assist clients with enquiries, including updating bank details and addresses.Provide general advice and manage client appointments.Support Financial Planners with client management and documentation.Communicate effectively with clients and insurers.Handle incoming calls, emails, and daily mail.Assist with insurance quotes and implementation.Perform data entry into our CRM system and maintain comprehensive file notes.Regional will provide specific training and support to the successful applicant in obtaining the right qualifications to carry out the position and advance their career over the years.TeamworkYou will be working in a team environment that focuses on achieving the best outcome for our clients.We are looking to discuss this role with candidates who align with our values and want to grow with our company.About YouWorking as part of a dynamic team, the right candidate should possess the following attributes:Strong communication and organisational skillsDetail-oriented with excellent time managementProficient in Microsoft Office Suite (Word, Excel, Office 365)XPlan or paraplanning experience is highly regarded but not essentialSelf-motivated and quick learnerCustomer service-focused with relationship-building abilitiesExceptional multi-tasker and team playerIf you’re ready to take the next step in your career and grow with us, we’d love to hear from you!To apply for this opportunity please click 'Apply Now' and include your current resume and brief cover letter outlining your suitability and why you are interested in the role.
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