You will love coming to work at this vibrant and friendly team culture join a leading Accounting and Financial Planning firm on the Gold Coast The Company Our Client is a well-established and reputable financial planning firm servicing clients on the Gold Coast. With a commitment to helping clients achieve their financial goals and secure their financial future, they provide a wide range of financial planning and investment services. We are seeking a motivated and detail-oriented Administration Assistant to join the team and contribute to continued success. The Opportunity As a Financial Planning Administration Assistant you will play a crucial role in supporting a team of financial planners and ensuring the smooth day-to-day operations of the office. Key Responsibilities: Client Support: Greet and assist clients in a friendly and professional manner, both in person and over the phone Administrative Duties: Perform various administrative tasks, including data entry, filing, and document management. Maintain and update client records accurately and confidentially Scheduling: Coordinate appointments and meetings for financial planners and assist in scheduling client appointments Communication: Assist with email and phone correspondence, ensuring timely and effective communication with clients, team members, fund managers and product providers Assist with Projects: Support the team with special projects and tasks as needed, such as preparing presentations, reports, and other documents. The Desired Candidate: Previous experience in office administration or a similar role within a Financial Planning firm is preferred Strong communication and interpersonal skills Proficiency in Microsoft Office Suite (Word, Excel, and Outlook) Organized and detail-oriented with excellent time management skills Ability to handle confidential information with discretion Benefits: $65,000 - $75,000 Superannuation Opportunity for career growth and professional development A supportive and collaborative work environment Gain exposure to the financial planning industry Quarterly staff events On site car parking provided Contact Daniel Jensen 0401 238 901 danielvoyagerrecruitment.com.au https://voyagerrecruitment.com.au/meet-the-team/