Our client is a boutique professional services firm located in Brisbane’s inner-north. They pride themselves on exceptional client care, organisational excellence, and building trusted relationships that stand the test of time. The team is friendly, experienced, and works closely together to deliver a consistently high standard of service.
The Role
In this role, you will be working in a small team to provide professional administrative support in managing client affairs in an accurate and timely manner. Your primary responsibilities will include:
- Processing of day-to-day administrative tasks
- Scheduling and following up on client appointments
- Updating client information into XPLAN (CRM)
- Hands-on role assisting the team with the implementation of advice
You use your initiative to create successful client outcomes and understand how your role assists in building long-term client relationships. The successful person will have:
- Excellent communication and interpersonal skills
- Strong team ethic and motivated to succeed
- Strong understanding of the financial planning process
- Have the ability to work unsupervised or as part of a team
- Must have experience with XPLAN
What Next?
Please click on APPLY NOW . Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please email Ben MacKenzie at ben.mackenzie@profusiongroup.com
