Job Description

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Receptionist / Financial Assistant

Advertiser: Quantum Professional SupportMore jobs from this company

Job Information

Job Listing Date
7 Dec 2018
Gold Coast
Work Type
Full Time
Banking & Financial Services, Financial Planning

Quantum Professional Support and Paraplanning is an established company, specialising in Paraplanning and Financial Planning Support services. We provide services to financial advisers countrywide across more than a dozen dealer groups, including some of the largest groups in Australia.

We offer a fun, positive environment with further professional opportunities as we look to expand our business.

Our team needs a versatile Receptionist / Financial Planning Support team member to enable us to continue providing the very best service available as we look to expand.

Your new role

You will be the contact point of our financial services company. The role will involve:

  • Taking inbound calls from new and existing advisers.
  • Completing Financial Planning Research tasks.
  • Contacting Insurance and Superannuation Providers.  
  • General Administration duties.

What you'll need to succeed

  • Excellent communication skills and you will need to be comfortable on the phone.
  • You must be happy to work to KPIs and have a focused and driven mindset.
  • Foster working relationships with advisers and help solidify our core business.

What you'll get in return

  • Starting from $42,000 + Super depending on applicant
  • Hours will be 8.30 am - 5 pm Monday to Friday
  • Training and development opportunities
  • Robina based office

Please forward your CV to

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