Overview
Administrative Assistant Jobs in Greater Brisbane Area at Continuum Financial Planners Pty Ltd
Title: Administrative Assistant
Company: Continuum Financial Planners Pty Ltd
Location: Greater Brisbane Area
Company Description
Continuum Financial Planners Pty Ltd is a private financial services company and a corporate authorised representative of Lifespan Financial Planning Pty Ltd. We specialise in providing tailored financial advice to meet the unique needs of our clients. As a dynamic and growing financial planning firm, we believe that the cornerstone of effective service lies in our ability to listen, understand, and genuinely care for our clients.
Role Description
We are seeking a motivated and detail-oriented Administration Assistant to join our team. This role offers a fantastic opportunity for career development within our company. The successful candidate will play a key role in supporting our advisers and will be integral to maintaining and enhancing our client relationships. This role is ideal for someone with keen attention to detail and a positive disposition.
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Key Responsibilities:
Provide administrative support to financial planners
Manage client appointments and maintain accurate records
Prepare and process client documentation and correspondence
Handle incoming calls and emails, providing excellent client service
Assist in the preparation of reports and presentations
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Qualifications and Skills:
Previous experience in an administrative role is preferred but not essential
Strong organisational and time management skills
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Ability to work independently and as part of a team
Attention to detail and high level of accuracy
Willingness to learn and develop new skills
What We Offer:
Experience:Â Candidates with experience in financial planning or related fields will be given favourable consideration
Career Development:Â A competitive salary with opportunities for advancement and professional development within a supportive and growth-oriented environment.
